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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 | $88,990 | $54,380+63.6% | $68,509+29.9% | $59,633+49.2% |
| Participation rate | 97.6% | 70.2%+27.4pp | 74.7%+22.8pp | 68.7%+28.9pp |
| Annual return | -1.32% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $6,679 | $1,539+334.1% | $2,278+193.2% | $2,203+203.2% |
| Participant deferral / active EE | $7,737 | $2,643+192.7% | $3,382+128.7% | $3,192+142.4% |
| Admin fee / account holder | $8,221 | $3,885+111.6% | $5,275+55.9% | $4,297+91.3% |