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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 | $73,979 | $65,703+12.6% | $94,228-21.5% | $59,633+24.1% |
| Participation rate | 92.0% | 72.1%+19.8pp | 78.8%+13.2pp | 68.7%+23.3pp |
| Annual return | 1.33% | 5.22%-3.9pp | 10.68%-9.4pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $2,119 | $2,021+4.9% | $3,587-40.9% | $2,203-3.8% |
| Participant deferral / active EE | $7,287 | $3,143+131.9% | $4,320+68.7% | $3,192+128.3% |
| Admin fee / account holder | $9,178 | $4,264+115.2% | $6,269+46.4% | $4,297+113.6% |