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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 | $116,366 | $72,177+61.2% | $115,038+1.2% | $59,633+95.1% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | 0.27% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,891 | $2,841-33.5% | $4,608-59.0% | $2,203-14.2% |
| Participant deferral / active EE | $4,400 | $4,783-8.0% | $6,026-27.0% | $3,192+37.9% |
| Admin fee / account holder | $4,920 | $4,927-0.1% | $8,175-39.8% | $4,297+14.5% |