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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 | $117,423 | $52,519+123.6% | $155,789-24.6% | $59,633+96.9% |
| Participation rate | 81.1% | 61.7%+19.4pp | 76.1%+5.0pp | 68.7%+12.4pp |
| Annual return | 0.53% | 53.51%-53.0pp | 71.54%-71.0pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $2,597 | $1,589+63.4% | $3,839-32.3% | $2,203+17.9% |
| Participant deferral / active EE | $5,357 | $3,084+73.7% | $4,798+11.7% | $3,192+67.9% |
| Admin fee / account holder | $2,631 | $3,540-25.7% | $7,477-64.8% | $4,297-38.8% |