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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 | $175,971 | $82,028+114.5% | $123,105+42.9% | $59,633+195.1% |
| Participation rate | 87.5% | 83.2%+4.3pp | 86.8%+0.7pp | 68.7%+18.8pp |
| Annual return | 0.84% | 5.12%-4.3pp | 13.22%-12.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $2,401 | $3,297-27.2% | $5,151-53.4% | $2,203+9.0% |
| Participant deferral / active EE | $4,501 | $4,667-3.6% | $6,229-27.7% | $3,192+41.0% |
| Admin fee / account holder | $6,335 | $5,879+7.8% | $9,014-29.7% | $4,297+47.4% |