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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 | $128,980 | $72,177+78.7% | $115,038+12.1% | $59,633+116.3% |
| Participation rate | 94.0% | 72.6%+21.5pp | 81.4%+12.7pp | 68.7%+25.4pp |
| Annual return | -1.90% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $2,801 | $2,841-1.4% | $4,608-39.2% | $2,203+27.2% |
| Participant deferral / active EE | $6,950 | $4,783+45.3% | $6,026+15.3% | $3,192+117.8% |
| Admin fee / account holder | $1,390 | $4,927-71.8% | $8,175-83.0% | $4,297-67.7% |