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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 | $93,075 | $72,177+29.0% | $115,038-19.1% | $59,633+56.1% |
| Participation rate | 93.3% | 72.6%+20.8pp | 81.4%+12.0pp | 68.7%+24.7pp |
| Annual return | -1.71% | 12.02%-13.7pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $6,810 | $2,841+139.7% | $4,608+47.8% | $2,203+209.2% |
| Participant deferral / active EE | $6,141 | $4,783+28.4% | $6,026+1.9% | $3,192+92.4% |
| Admin fee / account holder | $4,074 | $4,927-17.3% | $8,175-50.2% | $4,297-5.2% |