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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 | $120,496 | $54,380+121.6% | $68,509+75.9% | $59,633+102.1% |
| Participation rate | 78.6% | 70.2%+8.4pp | 74.7%+3.8pp | 68.7%+9.9pp |
| Annual return | -0.61% | 2.83%-3.4pp | 8.27%-8.9pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $931 | $1,539-39.5% | $2,278-59.1% | $2,203-57.7% |
| Participant deferral / active EE | $5,710 | $2,643+116.0% | $3,382+68.8% | $3,192+78.9% |
| Admin fee / account holder | $9,908 | $3,885+155.0% | $5,275+87.8% | $4,297+130.6% |