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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 | $113,438 | $72,177+57.2% | $115,038-1.4% | $59,633+90.2% |
| Participation rate | 97.6% | 72.6%+25.0pp | 81.4%+16.2pp | 68.7%+28.9pp |
| Annual return | 0.60% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $2,439 | $2,841-14.2% | $4,608-47.1% | $2,203+10.7% |
| Participant deferral / active EE | $10,913 | $4,783+128.2% | $6,026+81.1% | $3,192+241.9% |
| Admin fee / account holder | $9,745 | $4,927+97.8% | $8,175+19.2% | $4,297+126.8% |