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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 | $87,536 | $52,678+66.2% | $75,784+15.5% | $59,633+46.8% |
| Participation rate | 73.0% | 67.2%+5.7pp | 75.8%-2.8pp | 68.7%+4.3pp |
| Annual return | -0.09% | 2.95%-3.0pp | 9.68%-9.8pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,337 | $2,193-39.0% | $3,323-59.8% | $2,203-39.3% |
| Participant deferral / active EE | $5,586 | $2,591+115.6% | $3,652+53.0% | $3,192+75.0% |
| Admin fee / account holder | $12,787 | $3,610+254.2% | $5,300+141.3% | $4,297+197.6% |