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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 | $90,482 | $72,177+25.4% | $115,038-21.3% | $59,633+51.7% |
| Participation rate | 89.0% | 72.6%+16.5pp | 81.4%+7.7pp | 68.7%+20.4pp |
| Annual return | -0.83% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,073 | $2,841-62.2% | $4,608-76.7% | $2,203-51.3% |
| Participant deferral / active EE | $4,638 | $4,783-3.0% | $6,026-23.0% | $3,192+45.3% |
| Admin fee / account holder | $15,872 | $4,927+222.2% | $8,175+94.2% | $4,297+269.4% |