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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 | $105,663 | $72,177+46.4% | $115,038-8.1% | $59,633+77.2% |
| Participation rate | 76.0% | 72.6%+3.4pp | 81.4%-5.4pp | 68.7%+7.3pp |
| Annual return | 0.13% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,842 | $2,841-35.2% | $4,608-60.0% | $2,203-16.4% |
| Participant deferral / active EE | $4,431 | $4,783-7.4% | $6,026-26.5% | $3,192+38.8% |
| Admin fee / account holder | $3,864 | $4,927-21.6% | $8,175-52.7% | $4,297-10.1% |