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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 | $102,332 | $52,911+93.4% | $73,309+39.6% | $59,633+71.6% |
| Participation rate | 83.9% | 68.2%+15.7pp | 74.9%+9.0pp | 68.7%+15.2pp |
| Annual return | 0.80% | 12.20%-11.4pp | 5.67%-4.9pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $1,050 | $1,909-45.0% | $3,237-67.5% | $2,203-52.3% |
| Participant deferral / active EE | $10,516 | $4,069+158.4% | $4,991+110.7% | $3,192+229.5% |
| Admin fee / account holder | $940 | $3,835-75.5% | $5,635-83.3% | $4,297-78.1% |