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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 | $92,670 | $72,177+28.4% | $115,037-19.4% | $59,632+55.4% |
| Participation rate | 97.5% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | 1.19% | 12.02%-10.8pp | 26.14%-25.0pp | 2041.32%-2040.1pp |
| Employer contribution / active EE | $6,781 | $2,841+138.7% | $4,608+47.2% | $2,203+207.9% |
| Participant deferral / active EE | $4,547 | $4,783-4.9% | $6,026-24.5% | $3,192+42.5% |
| Admin fee / account holder | $13,624 | $4,927+176.5% | $8,175+66.6% | $4,297+217.0% |