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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 | $90,805 | $45,566+99.3% | $64,105+41.7% | $59,632+52.3% |
| Participation rate | 91.8% | 60.2%+31.6pp | 68.2%+23.6pp | 68.7%+23.1pp |
| Annual return | -1.21% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $1,114 | $934+19.2% | $1,820-38.8% | $2,203-49.4% |
| Participant deferral / active EE | $3,906 | $2,057+89.9% | $2,822+38.4% | $3,192+22.4% |
| Admin fee / account holder | $8,733 | $3,268+167.3% | $4,499+94.1% | $4,297+103.2% |