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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 | $141,576 | $82,028+72.6% | $123,105+15.0% | $59,633+137.4% |
| Participation rate | 97.4% | 83.2%+14.2pp | 86.8%+10.7pp | 68.7%+28.8pp |
| Annual return | -0.20% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,541 | $3,297-22.9% | $5,151-50.7% | $2,203+15.4% |
| Participant deferral / active EE | $9,387 | $4,667+101.1% | $6,229+50.7% | $3,192+194.1% |
| Admin fee / account holder | $7,177 | $5,879+22.1% | $9,014-20.4% | $4,297+67.0% |