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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 | $101,272 | $54,380+86.2% | $68,509+47.8% | $59,632+69.8% |
| Participation rate | 95.7% | 70.2%+25.5pp | 74.7%+20.9pp | 68.7%+27.0pp |
| Annual return | -1.41% | 2.83%-4.2pp | 8.27%-9.7pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $10,291 | $1,539+568.9% | $2,278+351.8% | $2,203+367.2% |
| Participant deferral / active EE | $5,607 | $2,643+112.1% | $3,382+65.8% | $3,192+75.7% |
| Admin fee / account holder | $3,623 | $3,885-6.8% | $5,275-31.3% | $4,297-15.7% |