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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 | $140,306 | $72,177+94.4% | $115,038+22.0% | $59,633+135.3% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | -1.95% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $5,239 | $2,841+84.4% | $4,608+13.7% | $2,203+137.8% |
| Participant deferral / active EE | $4,824 | $4,783+0.9% | $6,026-19.9% | $3,192+51.1% |
| Admin fee / account holder | $1,039 | $4,927-78.9% | $8,175-87.3% | $4,297-75.8% |