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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 | $86,318 | $65,704+31.4% | $94,229-8.4% | $59,633+44.7% |
| Participation rate | 89.7% | 72.1%+17.5pp | 78.8%+10.9pp | 68.7%+21.0pp |
| Annual return | 1.13% | 5.22%-4.1pp | 10.68%-9.6pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $3,509 | $2,021+73.6% | $3,587-2.2% | $2,203+59.3% |
| Participant deferral / active EE | $6,837 | $3,143+117.5% | $4,320+58.3% | $3,192+114.2% |
| Admin fee / account holder | $14,710 | $4,265+244.9% | $6,269+134.6% | $4,297+242.3% |