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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 | $86,276 | $72,177+19.5% | $115,038-25.0% | $59,633+44.7% |
| Participation rate | 94.6% | 72.6%+22.1pp | 81.4%+13.3pp | 68.7%+26.0pp |
| Annual return | -0.41% | 12.02%-12.4pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,854 | $2,841-34.8% | $4,608-59.8% | $2,203-15.8% |
| Participant deferral / active EE | $12,720 | $4,783+165.9% | $6,026+111.1% | $3,192+298.5% |
| Admin fee / account holder | $3,630 | $4,927-26.3% | $8,175-55.6% | $4,297-15.5% |