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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 | $114,660 | $65,704+74.5% | $94,229+21.7% | $59,633+92.3% |
| Participation rate | 92.0% | 72.1%+19.8pp | 78.8%+13.2pp | 68.7%+23.3pp |
| Annual return | 1.28% | 5.22%-3.9pp | 10.68%-9.4pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $3,109 | $2,021+53.9% | $3,587-13.3% | $2,203+41.2% |
| Participant deferral / active EE | $4,074 | $3,143+29.6% | $4,320-5.7% | $3,192+27.6% |
| Admin fee / account holder | $26,107 | $4,265+512.2% | $6,269+316.4% | $4,297+507.6% |