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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 | $100,884 | $65,082+55.0% | $81,367+24.0% | $59,633+69.2% |
| Participation rate | 95.8% | 76.0%+19.8pp | 82.3%+13.5pp | 68.7%+27.1pp |
| Annual return | -0.94% | 1.16%-2.1pp | -0.92%0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $6,386 | $2,934+117.7% | $3,930+62.5% | $2,203+189.9% |
| Participant deferral / active EE | $11,427 | $4,083+179.9% | $5,383+112.3% | $3,192+258.0% |
| Admin fee / account holder | $8,846 | $7,582+16.7% | $8,926-0.9% | $4,297+105.9% |