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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 | $86,073 | $40,275+113.7% | $57,356+50.1% | $59,633+44.3% |
| Participation rate | 83.3% | 69.1%+14.2pp | 75.1%+8.3pp | 68.7%+14.7pp |
| Annual return | 2.02% | 27.52%-25.5pp | 24.41%-22.4pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $1,930 | $1,921+0.4% | $2,689-28.2% | $2,203-12.4% |
| Participant deferral / active EE | $1,532 | $2,400-36.2% | $3,162-51.5% | $3,192-52.0% |
| Admin fee / account holder | $11,700 | $2,820+314.8% | $3,357+248.5% | $4,297+172.3% |