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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 | $81,399 | $65,704+23.9% | $94,229-13.6% | $59,633+36.5% |
| Participation rate | 94.1% | 72.1%+22.0pp | 78.8%+15.3pp | 68.7%+25.4pp |
| Annual return | -0.24% | 5.22%-5.5pp | 10.68%-10.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,158 | $2,021+6.8% | $3,587-39.8% | $2,203-2.0% |
| Participant deferral / active EE | $3,447 | $3,143+9.7% | $4,320-20.2% | $3,192+8.0% |
| Admin fee / account holder | $13,214 | $4,265+209.8% | $6,269+110.8% | $4,297+207.5% |