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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 | $130,366 | $72,177+80.6% | $115,038+13.3% | $59,633+118.6% |
| Participation rate | 75.4% | 72.6%+2.8pp | 81.4%-6.0pp | 68.7%+6.7pp |
| Annual return | 0.29% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,797 | $2,841-36.7% | $4,608-61.0% | $2,203-18.4% |
| Participant deferral / active EE | $7,044 | $4,783+47.3% | $6,026+16.9% | $3,192+120.7% |
| Admin fee / account holder | $4,905 | $4,927-0.4% | $8,175-40.0% | $4,297+14.2% |