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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 | $71,424 | $65,704+8.7% | $94,229-24.2% | $59,633+19.8% |
| Participation rate | 97.0% | 72.1%+24.8pp | 78.8%+18.2pp | 68.7%+28.3pp |
| Annual return | -1.25% | 5.22%-6.5pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $5,444 | $2,021+169.4% | $3,587+51.8% | $2,203+147.2% |
| Participant deferral / active EE | $6,348 | $3,143+102.0% | $4,320+46.9% | $3,192+98.9% |
| Admin fee / account holder | $4,354 | $4,265+2.1% | $6,269-30.6% | $4,297+1.3% |