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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 | $112,789 | $72,177+56.3% | $115,038-2.0% | $59,633+89.1% |
| Participation rate | 96.0% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.3pp |
| Annual return | -1.39% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $4,746 | $2,841+67.0% | $4,608+3.0% | $2,203+115.5% |
| Participant deferral / active EE | $11,033 | $4,783+130.7% | $6,026+83.1% | $3,192+245.7% |
| Admin fee / account holder | $12,653 | $4,927+156.8% | $8,175+54.8% | $4,297+194.5% |