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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 | $94,103 | $82,028+14.7% | $123,105-23.6% | $59,633+57.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.35% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $5,898 | $3,297+78.9% | $5,151+14.5% | $2,203+167.8% |
| Participant deferral / active EE | $4,159 | $4,667-10.9% | $6,229-33.2% | $3,192+30.3% |
| Admin fee / account holder | $15,574 | $5,879+164.9% | $9,014+72.8% | $4,297+262.4% |