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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 | $98,931 | $82,028+20.6% | $123,105-19.6% | $59,633+65.9% |
| Participation rate | 95.2% | 83.2%+12.0pp | 86.8%+8.5pp | 68.7%+26.6pp |
| Annual return | -0.78% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $8,174 | $3,297+147.9% | $5,151+58.7% | $2,203+271.1% |
| Participant deferral / active EE | $12,410 | $4,667+165.9% | $6,229+99.2% | $3,192+288.8% |
| Admin fee / account holder | $4,991 | $5,879-15.1% | $9,014-44.6% | $4,297+16.2% |