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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 | $98,148 | $72,177+36.0% | $115,038-14.7% | $59,633+64.6% |
| Participation rate | 84.3% | 72.6%+11.8pp | 81.4%+2.9pp | 68.7%+15.6pp |
| Annual return | -1.49% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $697 | $2,841-75.5% | $4,608-84.9% | $2,203-68.3% |
| Participant deferral / active EE | $5,977 | $4,783+25.0% | $6,026-0.8% | $3,192+87.3% |
| Admin fee / account holder | $1,731 | $4,927-64.9% | $8,175-78.8% | $4,297-59.7% |