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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 | $69,006 | $72,177-4.4% | $115,038-40.0% | $59,633+15.7% |
| Participation rate | 76.7% | 72.6%+4.2pp | 81.4%-4.7pp | 68.7%+8.0pp |
| Annual return | 0.03% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,604 | $2,841-8.3% | $4,608-43.5% | $2,203+18.2% |
| Participant deferral / active EE | $6,685 | $4,783+39.8% | $6,026+10.9% | $3,192+109.4% |
| Admin fee / account holder | $2,144 | $4,927-56.5% | $8,175-73.8% | $4,297-50.1% |