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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 | $127,811 | $72,177+77.1% | $115,038+11.1% | $59,633+114.3% |
| Participation rate | 94.7% | 72.6%+22.2pp | 81.4%+13.4pp | 68.7%+26.1pp |
| Annual return | -0.05% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $790 | $2,841-72.2% | $4,608-82.8% | $2,203-64.1% |
| Participant deferral / active EE | $5,889 | $4,783+23.1% | $6,026-2.3% | $3,192+84.5% |
| Admin fee / account holder | $10,363 | $4,927+110.3% | $8,175+26.8% | $4,297+141.2% |