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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 | $67,306 | $65,704+2.4% | $94,229-28.6% | $59,633+12.9% |
| Participation rate | 87.2% | 72.1%+15.1pp | 78.8%+8.4pp | 68.7%+18.5pp |
| Annual return | -0.19% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,459 | $2,021-27.8% | $3,587-59.3% | $2,203-33.8% |
| Participant deferral / active EE | $4,794 | $3,143+52.5% | $4,320+11.0% | $3,192+50.2% |
| Admin fee / account holder | $11,249 | $4,265+163.8% | $6,269+79.4% | $4,297+161.8% |