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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 | $106,928 | $45,152+136.8% | $73,835+44.8% | $59,633+79.3% |
| Participation rate | 91.2% | 64.0%+27.2pp | 73.4%+17.7pp | 68.7%+22.5pp |
| Annual return | -2.40% | 27.40%-29.8pp | 2268.13%-2270.5pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $7,989 | $1,901+320.2% | $2,788+186.6% | $2,203+262.7% |
| Participant deferral / active EE | $4,589 | $2,573+78.4% | $3,583+28.1% | $3,192+43.8% |
| Admin fee / account holder | $2,245 | $3,515-36.1% | $4,880-54.0% | $4,297-47.8% |