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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 | $71,872 | $52,678+36.4% | $75,784-5.2% | $59,633+20.5% |
| Participation rate | 98.9% | 67.2%+31.7pp | 75.8%+23.1pp | 68.7%+30.3pp |
| Annual return | -1.28% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $5,643 | $2,193+157.3% | $3,323+69.8% | $2,203+156.2% |
| Participant deferral / active EE | $5,945 | $2,591+129.5% | $3,652+62.8% | $3,192+86.3% |
| Admin fee / account holder | $1,482 | $3,610-58.9% | $5,300-72.0% | $4,297-65.5% |