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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 | $82,932 | $72,177+14.9% | $115,038-27.9% | $59,633+39.1% |
| Participation rate | 90.2% | 72.6%+17.6pp | 81.4%+8.8pp | 68.7%+21.5pp |
| Annual return | -0.74% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $3,330 | $2,841+17.2% | $4,608-27.7% | $2,203+51.2% |
| Participant deferral / active EE | $6,181 | $4,783+29.2% | $6,026+2.6% | $3,192+93.7% |
| Admin fee / account holder | $2,157 | $4,927-56.2% | $8,175-73.6% | $4,297-49.8% |