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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 | $93,152 | $72,177+29.1% | $115,038-19.0% | $59,633+56.2% |
| Participation rate | 97.0% | 72.6%+24.4pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | -0.67% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $7,703 | $2,841+171.1% | $4,608+67.2% | $2,203+249.7% |
| Participant deferral / active EE | $4,426 | $4,783-7.5% | $6,026-26.6% | $3,192+38.7% |
| Admin fee / account holder | $3,365 | $4,927-31.7% | $8,175-58.8% | $4,297-21.7% |