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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 | $90,937 | $72,177+26.0% | $115,038-21.0% | $59,633+52.5% |
| Participation rate | 78.3% | 72.6%+5.7pp | 81.4%-3.1pp | 68.7%+9.6pp |
| Annual return | 0.77% | 12.02%-11.2pp | 26.14%-25.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $3,554 | $2,841+25.1% | $4,608-22.9% | $2,203+61.4% |
| Participant deferral / active EE | $5,920 | $4,783+23.8% | $6,026-1.8% | $3,192+85.5% |
| Admin fee / account holder | $9,669 | $4,927+96.2% | $8,175+18.3% | $4,297+125.0% |