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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 | $105,415 | $65,703+60.4% | $94,228+11.9% | $59,633+76.8% |
| Participation rate | 97.6% | 72.1%+25.4pp | 78.8%+18.8pp | 68.7%+28.9pp |
| Annual return | -0.38% | 5.22%-5.6pp | 10.68%-11.1pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $4,492 | $2,021+122.3% | $3,587+25.2% | $2,203+103.9% |
| Participant deferral / active EE | $5,810 | $3,143+84.9% | $4,320+34.5% | $3,192+82.0% |
| Admin fee / account holder | $847 | $4,264-80.1% | $6,269-86.5% | $4,297-80.3% |