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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 | $93,171 | $39,798+134.1% | $67,704+37.6% | $59,633+56.2% |
| Participation rate | 94.8% | 57.4%+37.5pp | 67.5%+27.3pp | 68.7%+26.2pp |
| Annual return | -0.89% | 89.94%-90.8pp | 25.41%-26.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $3,103 | $1,393+122.8% | $2,559+21.2% | $2,203+40.9% |
| Participant deferral / active EE | $4,784 | $2,335+104.9% | $3,585+33.4% | $3,192+49.9% |
| Admin fee / account holder | $3,746 | $3,212+16.6% | $4,255-12.0% | $4,297-12.8% |