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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 | $110,771 | $77,816+42.4% | $123,552-10.3% | $64,173+72.6% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | 0.01% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,205 | $3,014-26.8% | $4,628-52.4% | $2,381-7.4% |
| Participant deferral / active EE | $6,975 | $5,240+33.1% | $6,426+8.6% | $3,470+101.0% |
| Admin fee / account holder | $1,708 | $5,519-69.1% | $9,285-81.6% | $4,887-65.1% |