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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 | $107,232 | $52,678+103.6% | $75,784+41.5% | $59,633+79.8% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.8%+20.2pp | 68.7%+27.3pp |
| Annual return | -0.03% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,774 | $2,193+72.1% | $3,323+13.6% | $2,203+71.3% |
| Participant deferral / active EE | $7,661 | $2,591+195.7% | $3,652+109.8% | $3,192+140.0% |
| Admin fee / account holder | $5,793 | $3,610+60.5% | $5,300+9.3% | $4,297+34.8% |