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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 | $87,573 | $72,177+21.3% | $115,037-23.9% | $59,633+46.9% |
| Participation rate | 93.8% | 72.6%+21.2pp | 81.4%+12.4pp | 68.7%+25.1pp |
| Annual return | -1.75% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $6,263 | $2,841+120.4% | $4,608+35.9% | $2,203+184.3% |
| Participant deferral / active EE | $11,493 | $4,783+140.3% | $6,026+90.7% | $3,192+260.1% |
| Admin fee / account holder | $798 | $4,927-83.8% | $8,175-90.2% | $4,297-81.4% |