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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 | $115,481 | $72,177+60.0% | $115,038+0.4% | $59,633+93.7% |
| Participation rate | 89.7% | 72.6%+17.2pp | 81.4%+8.4pp | 68.7%+21.1pp |
| Annual return | 0.43% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,117 | $2,841-60.7% | $4,608-75.8% | $2,203-49.3% |
| Participant deferral / active EE | $3,026 | $4,783-36.7% | $6,026-49.8% | $3,192-5.2% |
| Admin fee / account holder | $17,306 | $4,927+251.3% | $8,175+111.7% | $4,297+302.8% |