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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 | $86,187 | $72,177+19.4% | $115,038-25.1% | $59,633+44.5% |
| Participation rate | 92.5% | 72.6%+20.0pp | 81.4%+11.2pp | 68.7%+23.9pp |
| Annual return | -0.70% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,662 | $2,841-6.3% | $4,608-42.2% | $2,203+20.9% |
| Participant deferral / active EE | $5,943 | $4,783+24.3% | $6,026-1.4% | $3,192+86.2% |
| Admin fee / account holder | $2,090 | $4,927-57.6% | $8,175-74.4% | $4,297-51.3% |