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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 | $135,895 | $72,177+88.3% | $115,038+18.1% | $59,633+127.9% |
| Participation rate | 85.5% | 72.6%+13.0pp | 81.4%+4.2pp | 68.7%+16.9pp |
| Annual return | -1.71% | 12.02%-13.7pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $5,515 | $2,841+94.1% | $4,608+19.7% | $2,203+150.4% |
| Participant deferral / active EE | $3,516 | $4,783-26.5% | $6,026-41.7% | $3,192+10.1% |
| Admin fee / account holder | $2,389 | $4,927-51.5% | $8,175-70.8% | $4,297-44.4% |