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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 | $113,590 | $72,177+57.4% | $115,037-1.3% | $59,633+90.5% |
| Participation rate | 74.7% | 72.6%+2.2pp | 81.4%-6.6pp | 68.7%+6.1pp |
| Annual return | -0.50% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $2,488 | $2,841-12.4% | $4,608-46.0% | $2,203+13.0% |
| Participant deferral / active EE | $8,150 | $4,783+70.4% | $6,026+35.2% | $3,192+155.4% |
| Admin fee / account holder | $457 | $4,927-90.7% | $8,175-94.4% | $4,297-89.4% |