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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,106 | $65,704-2.4% | $94,229-32.0% | $59,633+7.5% |
| Participation rate | 74.2% | 72.1%+2.1pp | 78.8%-4.6pp | 68.7%+5.5pp |
| Annual return | -1.21% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,990 | $2,021-1.5% | $3,587-44.5% | $2,203-9.6% |
| Participant deferral / active EE | $3,283 | $3,143+4.5% | $4,320-24.0% | $3,192+2.9% |
| Admin fee / account holder | $34,271 | $4,265+703.6% | $6,269+446.6% | $4,297+697.6% |