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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 | $115,157 | $72,177+59.5% | $115,038+0.1% | $59,633+93.1% |
| Participation rate | 96.2% | 72.6%+23.6pp | 81.4%+14.8pp | 68.7%+27.5pp |
| Annual return | -1.23% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $3,416 | $2,841+20.2% | $4,608-25.9% | $2,203+55.1% |
| Participant deferral / active EE | $7,658 | $4,783+60.1% | $6,026+27.1% | $3,192+139.9% |
| Admin fee / account holder | $2,846 | $4,927-42.2% | $8,175-65.2% | $4,297-33.8% |