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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 | $89,125 | $72,177+23.5% | $115,038-22.5% | $59,633+49.5% |
| Participation rate | 77.1% | 72.6%+4.6pp | 81.4%-4.3pp | 68.7%+8.4pp |
| Annual return | -0.80% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $3,183 | $2,841+12.0% | $4,608-30.9% | $2,203+44.5% |
| Participant deferral / active EE | $6,285 | $4,783+31.4% | $6,026+4.3% | $3,192+96.9% |
| Admin fee / account holder | $1,227 | $4,927-75.1% | $8,175-85.0% | $4,297-71.4% |