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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 | $176,825 | $72,177+145.0% | $115,038+53.7% | $59,633+196.5% |
| Participation rate | 86.2% | 72.6%+13.7pp | 81.4%+4.8pp | 68.7%+17.5pp |
| Annual return | -0.80% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $3,974 | $2,841+39.9% | $4,608-13.8% | $2,203+80.4% |
| Participant deferral / active EE | $7,207 | $4,783+50.7% | $6,026+19.6% | $3,192+125.8% |
| Admin fee / account holder | $4,774 | $4,927-3.1% | $8,175-41.6% | $4,297+11.1% |