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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 | $63,172 | $72,177-12.5% | $115,038-45.1% | $59,633+5.9% |
| Participation rate | 95.1% | 72.6%+22.6pp | 81.4%+13.8pp | 68.7%+26.5pp |
| Annual return | 1.78% | 12.02%-10.2pp | 26.14%-24.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $2,207 | $2,841-22.3% | $4,608-52.1% | $2,203+0.2% |
| Participant deferral / active EE | $5,338 | $4,783+11.6% | $6,026-11.4% | $3,192+67.3% |
| Admin fee / account holder | $14,053 | $4,927+185.2% | $8,175+71.9% | $4,297+227.0% |