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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 | $80,575 | $72,177+11.6% | $115,038-30.0% | $59,633+35.1% |
| Participation rate | 80.4% | 72.6%+7.9pp | 81.4%-0.9pp | 68.7%+11.8pp |
| Annual return | -2.35% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $2,664 | $2,841-6.2% | $4,608-42.2% | $2,203+20.9% |
| Participant deferral / active EE | $4,630 | $4,783-3.2% | $6,026-23.2% | $3,192+45.1% |
| Admin fee / account holder | $1,981 | $4,927-59.8% | $8,175-75.8% | $4,297-53.9% |