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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 | $62,306 | $52,911+17.8% | $73,309-15.0% | $59,633+4.5% |
| Participation rate | 70.2% | 68.2%+2.0pp | 74.9%-4.7pp | 68.7%+1.5pp |
| Annual return | 1.21% | 12.20%-11.0pp | 5.67%-4.5pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $2,055 | $1,909+7.7% | $3,237-36.5% | $2,203-6.7% |
| Participant deferral / active EE | $3,998 | $4,069-1.7% | $4,991-19.9% | $3,192+25.3% |
| Admin fee / account holder | $2,502 | $3,835-34.8% | $5,635-55.6% | $4,297-41.8% |