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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 | $127,124 | $72,177+76.1% | $115,037+10.5% | $59,633+113.2% |
| Participation rate | 73.5% | 72.6%+1.0pp | 81.4%-7.8pp | 68.7%+4.9pp |
| Annual return | 0.68% | 12.02%-11.3pp | 26.14%-25.5pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $2,387 | $2,841-16.0% | $4,608-48.2% | $2,203+8.4% |
| Participant deferral / active EE | $11,037 | $4,783+130.8% | $6,026+83.1% | $3,192+245.8% |
| Admin fee / account holder | $10,442 | $4,927+111.9% | $8,175+27.7% | $4,297+143.0% |