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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 | $102,239 | $65,082+57.1% | $81,367+25.7% | $59,633+71.4% |
| Participation rate | 97.6% | 76.0%+21.6pp | 82.3%+15.3pp | 68.7%+28.9pp |
| Annual return | -1.15% | 1.16%-2.3pp | -0.92%-0.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $6,595 | $2,934+124.8% | $3,930+67.8% | $2,203+199.4% |
| Participant deferral / active EE | $4,825 | $4,083+18.2% | $5,383-10.4% | $3,192+51.2% |
| Admin fee / account holder | $576 | $7,582-92.4% | $8,926-93.5% | $4,297-86.6% |