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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 | $141,709 | $72,177+96.3% | $115,038+23.2% | $59,633+137.6% |
| Participation rate | 93.0% | 72.6%+20.4pp | 81.4%+11.6pp | 68.7%+24.3pp |
| Annual return | -1.02% | 12.02%-13.0pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $3,481 | $2,841+22.5% | $4,608-24.4% | $2,203+58.1% |
| Participant deferral / active EE | $7,057 | $4,783+47.5% | $6,026+17.1% | $3,192+121.1% |
| Admin fee / account holder | $3,266 | $4,927-33.7% | $8,175-60.0% | $4,297-24.0% |