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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 | $122,098 | $59,332+105.8% | $90,223+35.3% | $59,633+104.7% |
| Participation rate | 78.9% | 71.9%+7.0pp | 79.0%-0.1pp | 68.7%+10.3pp |
| Annual return | 0.27% | 3.25%-3.0pp | 1.31%-1.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $2,295 | $3,031-24.3% | $4,378-47.6% | $2,203+4.2% |
| Participant deferral / active EE | $6,379 | $4,369+46.0% | $5,792+10.1% | $3,192+99.8% |
| Admin fee / account holder | $2,071 | $5,032-58.8% | $7,406-72.0% | $4,297-51.8% |