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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 | $131,701 | $65,704+100.4% | $94,229+39.8% | $59,633+120.9% |
| Participation rate | 87.3% | 72.1%+15.2pp | 78.8%+8.5pp | 68.7%+18.6pp |
| Annual return | -1.15% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $9,091 | $2,021+349.9% | $3,587+153.5% | $2,203+312.7% |
| Participant deferral / active EE | $8,279 | $3,143+163.4% | $4,320+91.6% | $3,192+159.4% |
| Admin fee / account holder | $975 | $4,265-77.1% | $6,269-84.4% | $4,297-77.3% |