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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 | $111,355 | $65,704+69.5% | $94,229+18.2% | $59,633+86.7% |
| Participation rate | 92.4% | 72.1%+20.3pp | 78.8%+13.6pp | 68.7%+23.7pp |
| Annual return | -1.16% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,395 | $2,021+18.6% | $3,587-33.2% | $2,203+8.8% |
| Participant deferral / active EE | $3,064 | $3,143-2.5% | $4,320-29.1% | $3,192-4.0% |
| Admin fee / account holder | $11,531 | $4,265+170.4% | $6,269+83.9% | $4,297+168.4% |