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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 | $128,154 | $72,177+77.6% | $115,038+11.4% | $59,633+114.9% |
| Participation rate | 94.3% | 72.6%+21.7pp | 81.4%+12.9pp | 68.7%+25.6pp |
| Annual return | -0.57% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $7,366 | $2,841+159.3% | $4,608+59.9% | $2,203+234.4% |
| Participant deferral / active EE | $5,320 | $4,783+11.2% | $6,026-11.7% | $3,192+66.7% |
| Admin fee / account holder | $646 | $4,927-86.9% | $8,175-92.1% | $4,297-85.0% |