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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 | $59,990 | $39,162+53.2% | $100,671-40.4% | $59,633+0.6% |
| Participation rate | 89.2% | 55.9%+33.3pp | 70.7%+18.5pp | 68.7%+20.5pp |
| Annual return | -1.25% | 21.07%-22.3pp | 20.43%-21.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $6,856 | $1,151+495.9% | $4,012+70.9% | $2,203+211.3% |
| Participant deferral / active EE | $4,550 | $1,992+128.4% | $3,144+44.7% | $3,192+42.6% |
| Admin fee / account holder | $2,613 | $2,969-12.0% | $4,850-46.1% | $4,297-39.2% |