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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 | $130,837 | $72,177+81.3% | $115,038+13.7% | $59,633+119.4% |
| Participation rate | 96.9% | 72.6%+24.3pp | 81.4%+15.5pp | 68.7%+28.2pp |
| Annual return | -2.32% | 12.02%-14.3pp | 26.14%-28.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $4,044 | $2,841+42.3% | $4,608-12.2% | $2,203+83.6% |
| Participant deferral / active EE | $7,412 | $4,783+55.0% | $6,026+23.0% | $3,192+132.2% |
| Admin fee / account holder | $6,094 | $4,927+23.7% | $8,175-25.5% | $4,297+41.8% |