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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 | $115,241 | $54,380+111.9% | $68,509+68.2% | $59,633+93.2% |
| Participation rate | 88.9% | 70.2%+18.7pp | 74.7%+14.2pp | 68.7%+20.2pp |
| Annual return | -0.42% | 2.83%-3.3pp | 8.27%-8.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,811 | $1,539+17.7% | $2,278-20.5% | $2,203-17.8% |
| Participant deferral / active EE | $4,467 | $2,643+69.0% | $3,382+32.1% | $3,192+40.0% |
| Admin fee / account holder | $1,643 | $3,885-57.7% | $5,275-68.9% | $4,297-61.8% |