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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 | $95,330 | $72,177+32.1% | $115,038-17.1% | $59,633+59.9% |
| Participation rate | 86.1% | 72.6%+13.6pp | 81.4%+4.7pp | 68.7%+17.4pp |
| Annual return | 1.58% | 12.02%-10.4pp | 26.14%-24.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $3,791 | $2,841+33.4% | $4,608-17.7% | $2,203+72.1% |
| Participant deferral / active EE | $5,874 | $4,783+22.8% | $6,026-2.5% | $3,192+84.0% |
| Admin fee / account holder | $14,999 | $4,927+204.4% | $8,175+83.5% | $4,297+249.1% |