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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 | $93,265 | $72,177+29.2% | $115,038-18.9% | $59,633+56.4% |
| Participation rate | 72.3% | 72.6%-0.2pp | 81.4%-9.0pp | 68.7%+3.7pp |
| Annual return | -0.15% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $3,181 | $2,841+12.0% | $4,608-31.0% | $2,203+44.4% |
| Participant deferral / active EE | $7,341 | $4,783+53.5% | $6,026+21.8% | $3,192+130.0% |
| Admin fee / account holder | $6,545 | $4,927+32.8% | $8,175-19.9% | $4,297+52.3% |