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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 | $97,435 | $72,177+35.0% | $115,038-15.3% | $59,633+63.4% |
| Participation rate | 81.8% | 72.6%+9.3pp | 81.4%+0.5pp | 68.7%+13.1pp |
| Annual return | -1.76% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $3,706 | $2,841+30.4% | $4,608-19.6% | $2,203+68.2% |
| Participant deferral / active EE | $5,393 | $4,783+12.8% | $6,026-10.5% | $3,192+69.0% |
| Admin fee / account holder | $12,741 | $4,927+158.6% | $8,175+55.8% | $4,297+196.5% |