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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 | $90,173 | $72,177+24.9% | $115,038-21.6% | $59,633+51.2% |
| Participation rate | 81.3% | 72.6%+8.7pp | 81.4%-0.1pp | 68.7%+12.6pp |
| Annual return | 0.56% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $4,110 | $2,841+44.6% | $4,608-10.8% | $2,203+86.6% |
| Participant deferral / active EE | $8,835 | $4,783+84.7% | $6,026+46.6% | $3,192+176.8% |
| Admin fee / account holder | $10,225 | $4,927+107.5% | $8,175+25.1% | $4,297+137.9% |