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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 | $117,187 | $65,704+78.4% | $94,229+24.4% | $59,633+96.5% |
| Participation rate | 93.8% | 72.1%+21.7pp | 78.8%+15.1pp | 68.7%+25.2pp |
| Annual return | -1.15% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $3,734 | $2,021+84.8% | $3,587+4.1% | $2,203+69.5% |
| Participant deferral / active EE | $9,660 | $3,143+207.4% | $4,320+123.6% | $3,192+202.7% |
| Admin fee / account holder | $2,997 | $4,265-29.7% | $6,269-52.2% | $4,297-30.2% |