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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 | $128,616 | $52,911+143.1% | $73,309+75.4% | $59,633+115.7% |
| Participation rate | 97.9% | 68.2%+29.7pp | 74.9%+23.0pp | 68.7%+29.2pp |
| Annual return | -1.03% | 12.20%-13.2pp | 5.67%-6.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,960 | $1,909+55.1% | $3,237-8.6% | $2,203+34.4% |
| Participant deferral / active EE | $9,677 | $4,069+137.8% | $4,991+93.9% | $3,192+203.2% |
| Admin fee / account holder | $1,386 | $3,835-63.9% | $5,635-75.4% | $4,297-67.8% |