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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 | $160,036 | $72,177+121.7% | $115,038+39.1% | $59,633+168.4% |
| Participation rate | 97.9% | 72.6%+25.4pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | -1.67% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $7,162 | $2,841+152.1% | $4,608+55.4% | $2,203+225.1% |
| Participant deferral / active EE | $6,109 | $4,783+27.7% | $6,026+1.4% | $3,192+91.4% |
| Admin fee / account holder | $7,511 | $4,927+52.4% | $8,175-8.1% | $4,297+74.8% |