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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 | $124,190 | $72,177+72.1% | $115,037+8.0% | $59,633+108.3% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | 0.87% | 12.02%-11.2pp | 26.14%-25.3pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $6,187 | $2,841+117.8% | $4,608+34.3% | $2,203+180.9% |
| Participant deferral / active EE | $5,005 | $4,783+4.6% | $6,026-17.0% | $3,192+56.8% |
| Admin fee / account holder | $8,629 | $4,927+75.1% | $8,175+5.5% | $4,297+100.8% |