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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 | $154,777 | $82,028+88.7% | $123,105+25.7% | $59,633+159.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.50% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $5,702 | $3,297+72.9% | $5,151+10.7% | $2,203+158.9% |
| Participant deferral / active EE | $4,800 | $4,667+2.9% | $6,229-22.9% | $3,192+50.4% |
| Admin fee / account holder | $3,629 | $5,879-38.3% | $9,014-59.7% | $4,297-15.5% |