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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 | $88,696 | $72,177+22.9% | $115,038-22.9% | $59,633+48.7% |
| Participation rate | 93.8% | 72.6%+21.2pp | 81.4%+12.4pp | 68.7%+25.1pp |
| Annual return | -0.44% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $4,689 | $2,841+65.0% | $4,608+1.8% | $2,203+112.9% |
| Participant deferral / active EE | $6,354 | $4,783+32.8% | $6,026+5.4% | $3,192+99.1% |
| Admin fee / account holder | $10,070 | $4,927+104.4% | $8,175+23.2% | $4,297+134.4% |