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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 | $103,667 | $52,678+96.8% | $75,784+36.8% | $59,633+73.8% |
| Participation rate | 98.6% | 67.2%+31.4pp | 75.8%+22.8pp | 68.7%+30.0pp |
| Annual return | -1.27% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $8,210 | $2,193+274.3% | $3,323+147.0% | $2,203+272.7% |
| Participant deferral / active EE | $6,183 | $2,591+138.6% | $3,652+69.3% | $3,192+93.7% |
| Admin fee / account holder | $6,016 | $3,610+66.6% | $5,300+13.5% | $4,297+40.0% |