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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 | $93,096 | $57,352+62.3% | $83,831+11.1% | $64,173+45.1% |
| Participation rate | 93.9% | 68.6%+25.3pp | 76.1%+17.8pp | 69.6%+24.4pp |
| Annual return | -1.11% | 11.38%-12.5pp | 850.99%-852.1pp | 7.63%-8.7pp |
| Employer contribution / active EE | $3,138 | $2,546+23.3% | $3,631-13.6% | $2,381+31.8% |
| Participant deferral / active EE | $4,043 | $2,993+35.1% | $4,082-0.9% | $3,470+16.5% |
| Admin fee / account holder | $795 | $4,046-80.4% | $5,479-85.5% | $4,887-83.7% |