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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 | $89,157 | $65,704+35.7% | $94,229-5.4% | $59,633+49.5% |
| Participation rate | 88.7% | 72.1%+16.6pp | 78.8%+10.0pp | 68.7%+20.1pp |
| Annual return | 1.71% | 5.22%-3.5pp | 10.68%-9.0pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $3,047 | $2,021+50.8% | $3,587-15.0% | $2,203+38.3% |
| Participant deferral / active EE | $4,080 | $3,143+29.8% | $4,320-5.6% | $3,192+27.8% |
| Admin fee / account holder | $4,564 | $4,265+7.0% | $6,269-27.2% | $4,297+6.2% |