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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 | $108,111 | $52,678+105.2% | $75,784+42.7% | $59,633+81.3% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.8%+11.7pp | 68.7%+18.8pp |
| Annual return | -2.78% | 2.95%-5.7pp | 9.68%-12.5pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $976 | $2,193-55.5% | $3,323-70.6% | $2,203-55.7% |
| Participant deferral / active EE | $3,625 | $2,591+39.9% | $3,652-0.7% | $3,192+13.6% |
| Admin fee / account holder | $2,990 | $3,610-17.2% | $5,300-43.6% | $4,297-30.4% |