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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 | $97,233 | $75,832+28.2% | $147,617-34.1% | $59,633+63.1% |
| Participation rate | 95.6% | 71.6%+24.0pp | 84.6%+10.9pp | 68.7%+26.9pp |
| Annual return | 1.39% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $5,728 | $3,485+64.4% | $5,564+2.9% | $2,203+160.0% |
| Participant deferral / active EE | $4,799 | $3,131+53.3% | $4,895-2.0% | $3,192+50.4% |
| Admin fee / account holder | $6,287 | $5,986+5.0% | $11,612-45.9% | $4,297+46.3% |