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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 | $64,418 | $65,703-2.0% | $94,228-31.6% | $59,633+8.0% |
| Participation rate | 75.0% | 72.1%+2.9pp | 78.8%-3.8pp | 68.7%+6.3pp |
| Annual return | 0.12% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $1,027 | $2,021-49.2% | $3,587-71.4% | $2,203-53.4% |
| Participant deferral / active EE | $5,165 | $3,143+64.3% | $4,320+19.6% | $3,192+61.8% |
| Admin fee / account holder | $10,274 | $4,264+140.9% | $6,269+63.9% | $4,297+139.1% |