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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 | $120,492 | $65,082+85.1% | $81,367+48.1% | $59,633+102.1% |
| Participation rate | 71.4% | 76.0%-4.5pp | 82.3%-10.9pp | 68.7%+2.8pp |
| Annual return | 5.90% | 1.16%+4.7pp | -0.92%+6.8pp | 2041.45%-2035.6pp |
| Employer contribution / active EE | $1,750 | $2,934-40.4% | $3,930-55.5% | $2,203-20.6% |
| Participant deferral / active EE | $5,124 | $4,083+25.5% | $5,383-4.8% | $3,192+60.5% |
| Admin fee / account holder | $10,139 | $7,582+33.7% | $8,926+13.6% | $4,297+136.0% |