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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 | $78,300 | $72,177+8.5% | $115,038-31.9% | $59,633+31.3% |
| Participation rate | 89.7% | 72.6%+17.2pp | 81.4%+8.3pp | 68.7%+21.0pp |
| Annual return | -0.32% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,634 | $2,841-7.3% | $4,608-42.8% | $2,203+19.6% |
| Participant deferral / active EE | $6,568 | $4,783+37.3% | $6,026+9.0% | $3,192+105.8% |
| Admin fee / account holder | $3,663 | $4,927-25.6% | $8,175-55.2% | $4,297-14.7% |