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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 | $116,072 | $72,177+60.8% | $115,037+0.9% | $59,633+94.6% |
| Participation rate | 93.5% | 72.6%+21.0pp | 81.4%+12.2pp | 68.7%+24.9pp |
| Annual return | -0.19% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $8,371 | $2,841+194.6% | $4,608+81.7% | $2,203+280.0% |
| Participant deferral / active EE | $4,765 | $4,783-0.4% | $6,026-20.9% | $3,192+49.3% |
| Admin fee / account holder | $2,858 | $4,927-42.0% | $8,175-65.0% | $4,297-33.5% |