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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 | $142,908 | $52,678+171.3% | $75,784+88.6% | $59,633+139.6% |
| Participation rate | 89.6% | 67.2%+22.3pp | 75.8%+13.7pp | 68.7%+20.9pp |
| Annual return | -2.92% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $5,091 | $2,193+132.1% | $3,323+53.2% | $2,203+131.1% |
| Participant deferral / active EE | $2,623 | $2,591+1.2% | $3,652-28.2% | $3,192-17.8% |
| Admin fee / account holder | $2,676 | $3,610-25.9% | $5,300-49.5% | $4,297-37.7% |