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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 | $121,220 | $59,332+104.3% | $90,223+34.4% | $59,633+103.3% |
| Participation rate | 93.2% | 71.9%+21.3pp | 79.0%+14.1pp | 68.7%+24.5pp |
| Annual return | -2.62% | 3.25%-5.9pp | 1.31%-3.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $2,521 | $3,031-16.8% | $4,378-42.4% | $2,203+14.4% |
| Participant deferral / active EE | $5,477 | $4,369+25.3% | $5,792-5.4% | $3,192+71.6% |
| Admin fee / account holder | $627 | $5,032-87.5% | $7,406-91.5% | $4,297-85.4% |