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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 | $75,501 | $72,177+4.6% | $115,038-34.4% | $59,633+26.6% |
| Participation rate | 94.6% | 72.6%+22.0pp | 81.4%+13.2pp | 68.7%+25.9pp |
| Annual return | 1.17% | 12.02%-10.8pp | 26.14%-25.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $5,221 | $2,841+83.7% | $4,608+13.3% | $2,203+137.0% |
| Participant deferral / active EE | $5,375 | $4,783+12.4% | $6,026-10.8% | $3,192+68.4% |
| Admin fee / account holder | $629 | $4,927-87.2% | $8,175-92.3% | $4,297-85.4% |