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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 | $137,885 | $72,177+91.0% | $115,037+19.9% | $59,633+131.2% |
| Participation rate | 89.2% | 72.6%+16.6pp | 81.4%+7.8pp | 68.7%+20.5pp |
| Annual return | 0.18% | 12.02%-11.8pp | 26.14%-26.0pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $3,627 | $2,841+27.7% | $4,608-21.3% | $2,203+64.7% |
| Participant deferral / active EE | $6,053 | $4,783+26.6% | $6,026+0.4% | $3,192+89.7% |
| Admin fee / account holder | $4,162 | $4,927-15.5% | $8,175-49.1% | $4,297-3.2% |