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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 | $118,076 | $69,012+71.1% | $160,037-26.2% | $68,490+72.4% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 67.9%+28.9pp |
| Annual return | 4.32% | -9.65%+14.0pp | 408.95%-404.6pp | -7.85%+12.2pp |
| Employer contribution / active EE | $2,470 | $2,212+11.7% | $4,226-41.5% | $2,597-4.9% |
| Participant deferral / active EE | $6,100 | $4,212+44.8% | $6,184-1.4% | $4,028+51.5% |
| Admin fee / account holder | $34,469 | $4,798+618.3% | $8,716+295.5% | $5,403+538.0% |