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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 | $101,467 | $72,177+40.6% | $115,037-11.8% | $59,633+70.2% |
| Participation rate | 81.6% | 72.6%+9.1pp | 81.4%+0.2pp | 68.7%+12.9pp |
| Annual return | -0.82% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $2,139 | $2,841-24.7% | $4,608-53.6% | $2,203-2.9% |
| Participant deferral / active EE | $5,800 | $4,783+21.3% | $6,026-3.8% | $3,192+81.7% |
| Admin fee / account holder | $4,659 | $4,927-5.4% | $8,175-43.0% | $4,297+8.4% |