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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 | $80,055 | $72,177+10.9% | $115,038-30.4% | $59,633+34.2% |
| Participation rate | 93.3% | 72.6%+20.8pp | 81.4%+12.0pp | 68.7%+24.7pp |
| Annual return | 2.21% | 12.02%-9.8pp | 26.14%-23.9pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $1,542 | $2,841-45.7% | $4,608-66.5% | $2,203-30.0% |
| Participant deferral / active EE | $7,267 | $4,783+51.9% | $6,026+20.6% | $3,192+127.7% |
| Admin fee / account holder | $12,685 | $4,927+157.5% | $8,175+55.2% | $4,297+195.2% |