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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 | $170,666 | $52,678+224.0% | $75,784+125.2% | $59,633+186.2% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.8%+20.5pp | 68.7%+27.6pp |
| Annual return | -1.34% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $4,998 | $2,193+127.8% | $3,323+50.4% | $2,203+126.9% |
| Participant deferral / active EE | $1,510 | $2,591-41.7% | $3,652-58.6% | $3,192-52.7% |
| Admin fee / account holder | $10,782 | $3,610+198.7% | $5,300+103.5% | $4,297+150.9% |