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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 | $125,085 | $72,177+73.3% | $115,038+8.7% | $59,633+109.8% |
| Participation rate | 93.5% | 72.6%+20.9pp | 81.4%+12.1pp | 68.7%+24.8pp |
| Annual return | 0.21% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $3,077 | $2,841+8.3% | $4,608-33.2% | $2,203+39.7% |
| Participant deferral / active EE | $4,991 | $4,783+4.4% | $6,026-17.2% | $3,192+56.4% |
| Admin fee / account holder | $6,053 | $4,927+22.8% | $8,175-26.0% | $4,297+40.9% |