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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 | $83,923 | $72,177+16.3% | $115,037-27.0% | $59,633+40.7% |
| Participation rate | 95.5% | 72.6%+22.9pp | 81.4%+14.1pp | 68.7%+26.8pp |
| Annual return | -1.74% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $4,094 | $2,841+44.1% | $4,608-11.2% | $2,203+85.9% |
| Participant deferral / active EE | $7,785 | $4,783+62.8% | $6,026+29.2% | $3,192+143.9% |
| Admin fee / account holder | $14,643 | $4,927+197.2% | $8,175+79.1% | $4,297+240.8% |