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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 | $143,562 | $72,177+98.9% | $115,038+24.8% | $59,633+140.7% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | -1.27% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $4,396 | $2,841+54.7% | $4,608-4.6% | $2,203+99.6% |
| Participant deferral / active EE | $5,695 | $4,783+19.1% | $6,026-5.5% | $3,192+78.4% |
| Admin fee / account holder | $11,058 | $4,927+124.4% | $8,175+35.3% | $4,297+157.3% |