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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 | $130,494 | $72,177+80.8% | $115,038+13.4% | $59,633+118.8% |
| Participation rate | 95.3% | 72.6%+22.8pp | 81.4%+14.0pp | 68.7%+26.7pp |
| Annual return | -1.37% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $4,560 | $2,841+60.5% | $4,608-1.0% | $2,203+107.0% |
| Participant deferral / active EE | $8,458 | $4,783+76.8% | $6,026+40.3% | $3,192+165.0% |
| Admin fee / account holder | $1,963 | $4,927-60.2% | $8,175-76.0% | $4,297-54.3% |