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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 | $93,159 | $72,177+29.1% | $115,038-19.0% | $59,633+56.2% |
| Participation rate | 91.8% | 72.6%+19.2pp | 81.4%+10.4pp | 68.7%+23.1pp |
| Annual return | -1.02% | 12.02%-13.0pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $5,253 | $2,841+84.9% | $4,608+14.0% | $2,203+138.5% |
| Participant deferral / active EE | $10,928 | $4,783+128.5% | $6,026+81.3% | $3,192+242.4% |
| Admin fee / account holder | $15,825 | $4,927+221.2% | $8,175+93.6% | $4,297+268.3% |