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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 | $103,824 | $72,177+43.8% | $115,037-9.7% | $59,633+74.1% |
| Participation rate | 95.7% | 72.6%+23.1pp | 81.4%+14.3pp | 68.7%+27.0pp |
| Annual return | -1.23% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $6,365 | $2,841+124.0% | $4,608+38.1% | $2,203+189.0% |
| Participant deferral / active EE | $4,456 | $4,783-6.8% | $6,026-26.1% | $3,192+39.6% |
| Admin fee / account holder | $7,944 | $4,927+61.2% | $8,175-2.8% | $4,297+84.9% |