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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 | $117,399 | $75,832+54.8% | $147,617-20.5% | $59,633+96.9% |
| Participation rate | 75.0% | 71.6%+3.4pp | 84.6%-9.6pp | 68.7%+6.3pp |
| Annual return | 2.58% | 0.37%+2.2pp | 61.98%-59.4pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $3,084 | $3,485-11.5% | $5,564-44.6% | $2,203+40.0% |
| Participant deferral / active EE | $5,335 | $3,131+70.4% | $4,895+9.0% | $3,192+67.1% |
| Admin fee / account holder | $2,934 | $5,986-51.0% | $11,612-74.7% | $4,297-31.7% |