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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 | $73,084 | $65,703+11.2% | $94,224-22.4% | $59,632+22.6% |
| Participation rate | 97.7% | 72.1%+25.6pp | 78.8%+18.9pp | 68.7%+29.0pp |
| Annual return | -1.04% | 5.22%-6.3pp | 10.68%-11.7pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $4,651 | $2,021+130.2% | $3,587+29.7% | $2,203+111.2% |
| Participant deferral / active EE | $6,108 | $3,143+94.4% | $4,320+41.4% | $3,192+91.4% |
| Admin fee / account holder | $1,094 | $4,264-74.4% | $6,269-82.6% | $4,297-74.6% |