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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 | $80,033 | $54,380+47.2% | $68,509+16.8% | $59,632+34.2% |
| Participation rate | 98.6% | 70.2%+28.4pp | 74.7%+23.9pp | 68.7%+30.0pp |
| Annual return | -2.26% | 2.83%-5.1pp | 8.27%-10.5pp | 2041.32%-2043.6pp |
| Employer contribution / active EE | $5,092 | $1,539+231.0% | $2,278+123.5% | $2,203+131.2% |
| Participant deferral / active EE | $6,749 | $2,643+155.3% | $3,382+99.5% | $3,192+111.4% |
| Admin fee / account holder | $1,805 | $3,885-53.5% | $5,275-65.8% | $4,297-58.0% |