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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 | $134,285 | $72,177+86.0% | $115,037+16.7% | $59,633+125.2% |
| Participation rate | 77.5% | 72.6%+4.9pp | 81.4%-3.9pp | 68.7%+8.8pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,300 | $4,783-10.1% | $6,026-28.6% | $3,192+34.7% |
| Admin fee / account holder | $4,005 | $4,927-18.7% | $8,175-51.0% | $4,297-6.8% |