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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 | $138,165 | $82,028+68.4% | $123,105+12.2% | $59,633+131.7% |
| Participation rate | 88.6% | 83.2%+5.4pp | 86.8%+1.8pp | 68.7%+19.9pp |
| Annual return | -0.19% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $5,730 | $3,297+73.8% | $5,151+11.2% | $2,203+160.2% |
| Participant deferral / active EE | $13,384 | $4,667+186.8% | $6,229+114.9% | $3,192+319.4% |
| Admin fee / account holder | $2,282 | $5,879-61.2% | $9,014-74.7% | $4,297-46.9% |