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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 | $106,469 | $72,177+47.5% | $115,038-7.4% | $59,633+78.5% |
| Participation rate | 79.1% | 72.6%+6.6pp | 81.4%-2.3pp | 68.7%+10.4pp |
| Annual return | -0.25% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $6,174 | $2,841+117.3% | $4,608+34.0% | $2,203+180.3% |
| Participant deferral / active EE | $4,963 | $4,783+3.8% | $6,026-17.7% | $3,192+55.5% |
| Admin fee / account holder | $1,168 | $4,927-76.3% | $8,175-85.7% | $4,297-72.8% |