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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 | $137,976 | $45,152+205.6% | $73,845+86.8% | $59,632+131.4% |
| Participation rate | 98.3% | 64.0%+34.3pp | 73.4%+24.9pp | 68.7%+29.6pp |
| Annual return | -1.60% | 27.40%-29.0pp | 2267.91%-2269.5pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $9,244 | $1,902+386.1% | $2,788+231.6% | $2,203+319.7% |
| Participant deferral / active EE | $6,776 | $2,574+163.3% | $3,583+89.1% | $3,192+112.3% |
| Admin fee / account holder | $5,851 | $3,516+66.4% | $4,881+19.9% | $4,297+36.2% |