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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 | $92,859 | $54,380+70.8% | $68,509+35.5% | $59,633+55.7% |
| Participation rate | 92.7% | 70.2%+22.5pp | 74.7%+18.0pp | 68.7%+24.0pp |
| Annual return | -1.12% | 2.83%-4.0pp | 8.27%-9.4pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $4,019 | $1,539+161.2% | $2,278+76.4% | $2,203+82.4% |
| Participant deferral / active EE | $3,766 | $2,643+42.5% | $3,382+11.4% | $3,192+18.0% |
| Admin fee / account holder | $1,188 | $3,885-69.4% | $5,275-77.5% | $4,297-72.4% |