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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 | $99,916 | $69,977+42.8% | $108,582-8.0% | $62,881+58.9% |
| Participation rate | 91.4% | 72.9%+18.5pp | 79.6%+11.8pp | 69.3%+22.1pp |
| Annual return | 5.45% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,508 | $2,135+17.5% | $3,758-33.3% | $2,281+10.0% |
| Participant deferral / active EE | $2,837 | $3,165-10.3% | $4,311-34.2% | $3,203-11.4% |
| Admin fee / account holder | $27,778 | $5,076+447.2% | $7,645+263.3% | $4,296+546.6% |