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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 | $125,120 | $72,177+73.4% | $115,038+8.8% | $59,633+109.8% |
| Participation rate | 80.0% | 72.6%+7.4pp | 81.4%-1.4pp | 68.7%+11.3pp |
| Annual return | -0.44% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,191 | $2,841+12.3% | $4,608-30.7% | $2,203+44.9% |
| Participant deferral / active EE | $8,510 | $4,783+77.9% | $6,026+41.2% | $3,192+166.6% |
| Admin fee / account holder | $13,841 | $4,927+180.9% | $8,175+69.3% | $4,297+222.1% |