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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 | $132,458 | $46,360+185.7% | $147,617-10.3% | $52,331+153.1% |
| Participation rate | 98.0% | 64.9%+33.1pp | 84.6%+13.4pp | 68.1%+29.9pp |
| Annual return | -1.19% | 1.62%-2.8pp | 61.98%-63.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $5,670 | $2,126+166.7% | $5,564+1.9% | $1,882+201.3% |
| Participant deferral / active EE | $8,942 | $2,258+296.1% | $4,895+82.7% | $3,022+195.9% |
| Admin fee / account holder | $1,107 | $766+44.5% | $11,612-90.5% | $592+87.1% |