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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 | $129,063 | $82,028+57.3% | $123,105+4.8% | $59,633+116.4% |
| Participation rate | 84.5% | 83.2%+1.3pp | 86.8%-2.3pp | 68.7%+15.8pp |
| Annual return | 0.97% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $7,559 | $3,297+129.3% | $5,151+46.7% | $2,203+243.2% |
| Participant deferral / active EE | $13,434 | $4,667+187.9% | $6,229+115.6% | $3,192+320.9% |
| Admin fee / account holder | $8,039 | $5,879+36.8% | $9,014-10.8% | $4,297+87.1% |