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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 | $116,300 | $72,177+61.1% | $115,038+1.1% | $59,633+95.0% |
| Participation rate | 94.9% | 72.6%+22.3pp | 81.4%+13.5pp | 68.7%+26.2pp |
| Annual return | 1.16% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,446 | $2,841-13.9% | $4,608-46.9% | $2,203+11.1% |
| Participant deferral / active EE | $7,481 | $4,783+56.4% | $6,026+24.1% | $3,192+134.4% |
| Admin fee / account holder | $3,935 | $4,927-20.1% | $8,175-51.9% | $4,297-8.4% |