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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 | $139,944 | $52,678+165.7% | $75,784+84.7% | $59,633+134.7% |
| Participation rate | 83.5% | 67.2%+16.3pp | 75.8%+7.7pp | 68.7%+14.8pp |
| Annual return | -2.02% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $6,685 | $2,193+204.8% | $3,323+101.2% | $2,203+203.5% |
| Participant deferral / active EE | $8,076 | $2,591+211.7% | $3,652+121.2% | $3,192+153.0% |
| Admin fee / account holder | $7,443 | $3,610+106.2% | $5,300+40.4% | $4,297+73.2% |