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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 | $54,717 | $52,678+3.9% | $75,784-27.8% | $59,633-8.2% |
| Participation rate | 84.6% | 67.2%+17.4pp | 75.8%+8.8pp | 68.7%+15.9pp |
| Annual return | 0.18% | 2.95%-2.8pp | 9.68%-9.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $769 | $2,193-64.9% | $3,323-76.8% | $2,203-65.1% |
| Participant deferral / active EE | $1,276 | $2,591-50.7% | $3,652-65.0% | $3,192-60.0% |
| Admin fee / account holder | $3,112 | $3,610-13.8% | $5,300-41.3% | $4,297-27.6% |