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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 | $84,777 | $71,878+17.9% | $86,698-2.2% | $68,486+23.8% |
| Participation rate | 91.4% | 72.2%+19.2pp | 76.6%+14.8pp | 67.9%+23.5pp |
| Annual return | 1.01% | 3.53%-2.5pp | 35.95%-34.9pp | -7.85%+8.9pp |
| Employer contribution / active EE | $2,143 | $2,173-1.4% | $2,837-24.5% | $2,597-17.5% |
| Participant deferral / active EE | $2,860 | $3,779-24.3% | $4,656-38.6% | $4,028-29.0% |
| Admin fee / account holder | $8,324 | $6,113+36.2% | $7,493+11.1% | $5,404+54.0% |