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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 | $65,388 | $65,704-0.5% | $94,229-30.6% | $59,633+9.7% |
| Participation rate | 82.9% | 72.1%+10.7pp | 78.8%+4.1pp | 68.7%+14.2pp |
| Annual return | -0.25% | 5.22%-5.5pp | 10.68%-10.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $700 | $2,021-65.4% | $3,587-80.5% | $2,203-68.2% |
| Participant deferral / active EE | $3,708 | $3,143+18.0% | $4,320-14.2% | $3,192+16.2% |
| Admin fee / account holder | $1,165 | $4,265-72.7% | $6,269-81.4% | $4,297-72.9% |