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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 | $103,689 | $54,380+90.7% | $68,509+51.4% | $59,633+73.9% |
| Participation rate | 97.7% | 70.2%+27.5pp | 74.7%+22.9pp | 68.7%+29.0pp |
| Annual return | -1.07% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,847 | $1,539+85.1% | $2,278+25.0% | $2,203+29.3% |
| Participant deferral / active EE | $7,027 | $2,643+165.9% | $3,382+107.8% | $3,192+120.2% |
| Admin fee / account holder | $10,064 | $3,885+159.0% | $5,275+90.8% | $4,297+134.2% |