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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 | $153,621 | $72,177+112.8% | $115,038+33.5% | $59,633+157.6% |
| Participation rate | 92.9% | 72.6%+20.3pp | 81.4%+11.5pp | 68.7%+24.2pp |
| Annual return | 0.90% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $2,129 | $2,841-25.1% | $4,608-53.8% | $2,203-3.3% |
| Participant deferral / active EE | $5,311 | $4,783+11.0% | $6,026-11.9% | $3,192+66.4% |
| Admin fee / account holder | $2,933 | $4,927-40.5% | $8,175-64.1% | $4,297-31.7% |