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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 | $54,079 | $39,162+38.1% | $100,671-46.3% | $59,633-9.3% |
| Participation rate | 92.1% | 55.9%+36.2pp | 70.7%+21.4pp | 68.7%+23.4pp |
| Annual return | -1.84% | 21.07%-22.9pp | 20.43%-22.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,129 | $1,151-1.9% | $4,012-71.9% | $2,203-48.7% |
| Participant deferral / active EE | $6,732 | $1,992+238.0% | $3,144+114.1% | $3,192+110.9% |
| Admin fee / account holder | $11,641 | $2,969+292.0% | $4,850+140.0% | $4,297+170.9% |