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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 | $86,243 | $72,177+19.5% | $115,037-25.0% | $59,633+44.6% |
| Participation rate | 97.0% | 72.6%+24.4pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | 1.17% | 12.02%-10.8pp | 26.14%-25.0pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $4,510 | $2,841+58.7% | $4,608-2.1% | $2,203+104.8% |
| Participant deferral / active EE | $6,220 | $4,783+30.0% | $6,026+3.2% | $3,192+94.9% |
| Admin fee / account holder | $1,698 | $4,927-65.5% | $8,175-79.2% | $4,297-60.5% |