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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 | $111,737 | $65,703+70.1% | $94,224+18.6% | $59,632+87.4% |
| Participation rate | 94.4% | 72.1%+22.3pp | 78.8%+15.7pp | 68.7%+25.8pp |
| Annual return | -1.46% | 5.22%-6.7pp | 10.68%-12.1pp | 2041.32%-2042.8pp |
| Employer contribution / active EE | $9,687 | $2,021+379.4% | $3,587+170.1% | $2,203+339.8% |
| Participant deferral / active EE | $5,065 | $3,143+61.2% | $4,320+17.2% | $3,192+58.7% |
| Admin fee / account holder | $983 | $4,264-76.9% | $6,269-84.3% | $4,297-77.1% |