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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 | $107,950 | $65,704+64.3% | $94,229+14.6% | $59,633+81.0% |
| Participation rate | 98.1% | 72.1%+26.0pp | 78.8%+19.3pp | 68.7%+29.4pp |
| Annual return | -0.23% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,662 | $2,021+31.8% | $3,587-25.8% | $2,203+20.9% |
| Participant deferral / active EE | $2,674 | $3,143-14.9% | $4,320-38.1% | $3,192-16.2% |
| Admin fee / account holder | $5,012 | $4,265+17.5% | $6,269-20.1% | $4,297+16.6% |