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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 | $105,036 | $72,177+45.5% | $115,037-8.7% | $59,633+76.1% |
| Participation rate | 94.7% | 72.6%+22.2pp | 81.4%+13.4pp | 68.7%+26.1pp |
| Annual return | 1.16% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $935 | $2,841-67.1% | $4,608-79.7% | $2,203-57.5% |
| Participant deferral / active EE | $9,360 | $4,783+95.7% | $6,026+55.3% | $3,192+193.3% |
| Admin fee / account holder | $12,177 | $4,927+147.2% | $8,175+49.0% | $4,297+183.4% |