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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 | $61,666 | $45,566+35.3% | $64,105-3.8% | $59,633+3.4% |
| Participation rate | 82.1% | 60.2%+22.0pp | 68.2%+14.0pp | 68.7%+13.5pp |
| Annual return | 0.66% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $787 | $934-15.8% | $1,820-56.8% | $2,203-64.3% |
| Participant deferral / active EE | $2,786 | $2,057+35.4% | $2,822-1.3% | $3,192-12.7% |
| Admin fee / account holder | $834 | $3,268-74.5% | $4,499-81.5% | $4,297-80.6% |