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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 | $101,898 | $40,275+153.0% | $57,356+77.7% | $59,633+70.9% |
| Participation rate | 85.9% | 69.1%+16.8pp | 75.1%+10.8pp | 68.7%+17.2pp |
| Annual return | 1.86% | 27.52%-25.7pp | 24.41%-22.5pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $1,619 | $1,921-15.7% | $2,689-39.8% | $2,203-26.5% |
| Participant deferral / active EE | $1,986 | $2,400-17.2% | $3,162-37.2% | $3,192-37.8% |
| Admin fee / account holder | $8,084 | $2,820+186.6% | $3,357+140.8% | $4,297+88.1% |