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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 | $97,396 | $72,177+34.9% | $115,038-15.3% | $59,633+63.3% |
| Participation rate | 98.4% | 72.6%+25.9pp | 81.4%+17.1pp | 68.7%+29.8pp |
| Annual return | 1.01% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $1,436 | $2,841-49.5% | $4,608-68.8% | $2,203-34.8% |
| Participant deferral / active EE | $7,012 | $4,783+46.6% | $6,026+16.4% | $3,192+119.7% |
| Admin fee / account holder | $8,253 | $4,927+67.5% | $8,175+1.0% | $4,297+92.1% |