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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 | $67,494 | $52,678+28.1% | $75,784-10.9% | $59,633+13.2% |
| Participation rate | 93.7% | 67.2%+26.4pp | 75.8%+17.8pp | 68.7%+25.0pp |
| Annual return | -1.43% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,867 | $2,193+30.7% | $3,323-13.7% | $2,203+30.2% |
| Participant deferral / active EE | $5,459 | $2,591+110.7% | $3,652+49.5% | $3,192+71.0% |
| Admin fee / account holder | $4,393 | $3,610+21.7% | $5,300-17.1% | $4,297+2.2% |