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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 | $92,935 | $65,704+41.4% | $94,229-1.4% | $59,633+55.8% |
| Participation rate | 97.6% | 72.1%+25.5pp | 78.8%+18.8pp | 68.7%+28.9pp |
| Annual return | -0.66% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $6,061 | $2,021+199.9% | $3,587+69.0% | $2,203+175.1% |
| Participant deferral / active EE | $6,875 | $3,143+118.7% | $4,320+59.1% | $3,192+115.4% |
| Admin fee / account holder | $5,614 | $4,265+31.6% | $6,269-10.5% | $4,297+30.6% |