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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 | $78,754 | $72,177+9.1% | $115,038-31.5% | $59,633+32.1% |
| Participation rate | 82.9% | 72.6%+10.3pp | 81.4%+1.5pp | 68.7%+14.2pp |
| Annual return | 0.32% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $13,249 | $2,841+366.3% | $4,608+187.5% | $2,203+501.5% |
| Participant deferral / active EE | $16,904 | $4,783+253.4% | $6,026+180.5% | $3,192+429.6% |
| Admin fee / account holder | $2,993 | $4,927-39.2% | $8,175-63.4% | $4,297-30.3% |