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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 | $113,222 | $72,177+56.9% | $115,038-1.6% | $59,633+89.9% |
| Participation rate | 81.8% | 72.6%+9.3pp | 81.4%+0.5pp | 68.7%+13.1pp |
| Annual return | 1.03% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $1,821 | $2,841-35.9% | $4,608-60.5% | $2,203-17.3% |
| Participant deferral / active EE | $4,884 | $4,783+2.1% | $6,026-19.0% | $3,192+53.0% |
| Admin fee / account holder | $4,503 | $4,927-8.6% | $8,175-44.9% | $4,297+4.8% |