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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 | $165,419 | $72,177+129.2% | $115,038+43.8% | $59,633+177.4% |
| Participation rate | 97.5% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | -0.49% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $5,746 | $2,841+102.2% | $4,608+24.7% | $2,203+160.9% |
| Participant deferral / active EE | $7,543 | $4,783+57.7% | $6,026+25.2% | $3,192+136.3% |
| Admin fee / account holder | $8,142 | $4,927+65.3% | $8,175-0.4% | $4,297+89.5% |