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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 | $128,429 | $72,177+77.9% | $115,038+11.6% | $59,633+115.4% |
| Participation rate | 87.5% | 72.6%+14.9pp | 81.4%+6.1pp | 68.7%+18.8pp |
| Annual return | -0.87% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $3,607 | $2,841+27.0% | $4,608-21.7% | $2,203+63.8% |
| Participant deferral / active EE | $5,463 | $4,783+14.2% | $6,026-9.4% | $3,192+71.2% |
| Admin fee / account holder | $5,266 | $4,927+6.9% | $8,175-35.6% | $4,297+22.6% |