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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 | $94,060 | $52,911+77.8% | $73,309+28.3% | $59,633+57.7% |
| Participation rate | 84.9% | 68.2%+16.7pp | 74.9%+10.0pp | 68.7%+16.2pp |
| Annual return | -1.02% | 12.20%-13.2pp | 5.67%-6.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,324 | $1,909-30.6% | $3,237-59.1% | $2,203-39.9% |
| Participant deferral / active EE | $3,193 | $4,069-21.5% | $4,991-36.0% | $3,192+0.1% |
| Admin fee / account holder | $2,786 | $3,835-27.4% | $5,635-50.6% | $4,297-35.2% |