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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 | $175,110 | $72,177+142.6% | $115,038+52.2% | $59,633+193.6% |
| Participation rate | 96.2% | 72.6%+23.6pp | 81.4%+14.8pp | 68.7%+27.5pp |
| Annual return | -2.25% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $13,186 | $2,841+364.1% | $4,608+186.2% | $2,203+498.6% |
| Participant deferral / active EE | $9,918 | $4,783+107.4% | $6,026+64.6% | $3,192+210.8% |
| Admin fee / account holder | $8,271 | $4,927+67.9% | $8,175+1.2% | $4,297+92.5% |