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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 | $113,625 | $54,380+108.9% | $68,509+65.9% | $59,633+90.5% |
| Participation rate | 84.0% | 70.2%+13.8pp | 74.7%+9.3pp | 68.7%+15.3pp |
| Annual return | -2.16% | 2.83%-5.0pp | 8.27%-10.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,890 | $1,539+22.9% | $2,278-17.0% | $2,203-14.2% |
| Participant deferral / active EE | $4,734 | $2,643+79.1% | $3,382+40.0% | $3,192+48.3% |
| Admin fee / account holder | $935 | $3,885-75.9% | $5,275-82.3% | $4,297-78.3% |