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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 | $97,414 | $72,177+35.0% | $115,038-15.3% | $59,633+63.4% |
| Participation rate | 92.6% | 72.6%+20.0pp | 81.4%+11.2pp | 68.7%+23.9pp |
| Annual return | -0.90% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $3,406 | $2,841+19.9% | $4,608-26.1% | $2,203+54.6% |
| Participant deferral / active EE | $6,337 | $4,783+32.5% | $6,026+5.2% | $3,192+98.6% |
| Admin fee / account holder | $316 | $4,927-93.6% | $8,175-96.1% | $4,297-92.7% |