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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 | $90,973 | $72,177+26.0% | $115,038-20.9% | $59,633+52.6% |
| Participation rate | 95.6% | 72.6%+23.0pp | 81.4%+14.2pp | 68.7%+26.9pp |
| Annual return | -2.37% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $4,367 | $2,841+53.7% | $4,608-5.2% | $2,203+98.2% |
| Participant deferral / active EE | $11,538 | $4,783+141.2% | $6,026+91.4% | $3,192+261.5% |
| Admin fee / account holder | $7,573 | $4,927+53.7% | $8,175-7.4% | $4,297+76.2% |