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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 | $162,366 | $52,678+208.2% | $75,784+114.2% | $59,633+172.3% |
| Participation rate | 83.9% | 67.2%+16.6pp | 75.8%+8.0pp | 68.7%+15.2pp |
| Annual return | -1.48% | 2.95%-4.4pp | 9.68%-11.2pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $6,908 | $2,193+214.9% | $3,323+107.9% | $2,203+213.6% |
| Participant deferral / active EE | $3,861 | $2,591+49.0% | $3,652+5.7% | $3,192+21.0% |
| Admin fee / account holder | $8,383 | $3,610+132.2% | $5,300+58.2% | $4,297+95.1% |