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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 | $79,132 | $57,352+38.0% | $83,831-5.6% | $64,173+23.3% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.3pp | 69.6%+28.9pp |
| Annual return | -1.19% | 11.38%-12.6pp | 850.99%-852.2pp | 7.63%-8.8pp |
| Employer contribution / active EE | $3,006 | $2,546+18.1% | $3,631-17.2% | $2,381+26.2% |
| Participant deferral / active EE | $2,848 | $2,993-4.9% | $4,082-30.2% | $3,470-17.9% |
| Admin fee / account holder | $4,112 | $4,046+1.6% | $5,479-24.9% | $4,887-15.9% |