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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 | $118,855 | $72,177+64.7% | $115,038+3.3% | $59,633+99.3% |
| Participation rate | 91.7% | 72.6%+19.1pp | 81.4%+10.3pp | 68.7%+23.0pp |
| Annual return | -0.30% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $4,653 | $2,841+63.8% | $4,608+1.0% | $2,203+111.3% |
| Participant deferral / active EE | $11,227 | $4,783+134.7% | $6,026+86.3% | $3,192+251.8% |
| Admin fee / account holder | $6,042 | $4,927+22.6% | $8,175-26.1% | $4,297+40.6% |