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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 | $72,641 | $54,380+33.6% | $68,509+6.0% | $59,633+21.8% |
| Participation rate | 79.5% | 70.2%+9.3pp | 74.7%+4.7pp | 68.7%+10.8pp |
| Annual return | -1.66% | 2.83%-4.5pp | 8.27%-9.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,937 | $1,539+25.9% | $2,278-14.9% | $2,203-12.0% |
| Participant deferral / active EE | $4,335 | $2,643+64.0% | $3,382+28.2% | $3,192+35.8% |
| Admin fee / account holder | $18,017 | $3,885+363.7% | $5,275+241.6% | $4,297+319.3% |