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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 | $102,984 | $72,177+42.7% | $115,038-10.5% | $59,633+72.7% |
| Participation rate | 86.7% | 72.6%+14.1pp | 81.4%+5.3pp | 68.7%+18.0pp |
| Annual return | -0.47% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $6,619 | $2,841+133.0% | $4,608+43.6% | $2,203+200.5% |
| Participant deferral / active EE | $3,967 | $4,783-17.1% | $6,026-34.2% | $3,192+24.3% |
| Admin fee / account holder | $5,427 | $4,927+10.2% | $8,175-33.6% | $4,297+26.3% |