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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 | $116,634 | $75,832+53.8% | $147,617-21.0% | $59,633+95.6% |
| Participation rate | 92.2% | 71.6%+20.6pp | 84.6%+7.6pp | 68.7%+23.5pp |
| Annual return | -1.01% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $4,266 | $3,485+22.4% | $5,564-23.3% | $2,203+93.7% |
| Participant deferral / active EE | $5,347 | $3,131+70.8% | $4,895+9.2% | $3,192+67.5% |
| Admin fee / account holder | $6,087 | $5,986+1.7% | $11,612-47.6% | $4,297+41.7% |