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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 | $89,912 | $72,177+24.6% | $115,037-21.8% | $59,633+50.8% |
| Participation rate | 78.7% | 72.6%+6.1pp | 81.4%-2.7pp | 68.7%+10.0pp |
| Annual return | 0.54% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $4,408 | $2,841+55.1% | $4,608-4.3% | $2,203+100.1% |
| Participant deferral / active EE | $11,412 | $4,783+138.6% | $6,026+89.4% | $3,192+257.6% |
| Admin fee / account holder | $7,591 | $4,927+54.1% | $8,175-7.1% | $4,297+76.7% |