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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 | $82,154 | $82,028+0.2% | $123,105-33.3% | $59,633+37.8% |
| Participation rate | 92.6% | 83.2%+9.4pp | 86.8%+5.8pp | 68.7%+23.9pp |
| Annual return | 1.51% | 5.12%-3.6pp | 13.22%-11.7pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $2,440 | $3,297-26.0% | $5,151-52.6% | $2,203+10.8% |
| Participant deferral / active EE | $4,397 | $4,667-5.8% | $6,229-29.4% | $3,192+37.8% |
| Admin fee / account holder | $14,666 | $5,879+149.5% | $9,014+62.7% | $4,297+241.3% |