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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 | $78,317 | $72,177+8.5% | $115,038-31.9% | $59,633+31.3% |
| Participation rate | 77.1% | 72.6%+4.6pp | 81.4%-4.2pp | 68.7%+8.5pp |
| Annual return | -0.69% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $2,345 | $2,841-17.5% | $4,608-49.1% | $2,203+6.5% |
| Participant deferral / active EE | $4,278 | $4,783-10.6% | $6,026-29.0% | $3,192+34.0% |
| Admin fee / account holder | $9,296 | $4,927+88.7% | $8,175+13.7% | $4,297+116.3% |