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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 | $116,410 | $82,032+41.9% | $123,106-5.4% | $59,633+95.2% |
| Participation rate | 96.7% | 83.2%+13.5pp | 86.8%+9.9pp | 68.7%+28.0pp |
| Annual return | -0.87% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $10,866 | $3,297+229.6% | $5,151+111.0% | $2,203+393.3% |
| Participant deferral / active EE | $12,008 | $4,667+157.3% | $6,229+92.8% | $3,192+276.2% |
| Admin fee / account holder | $2,382 | $5,881-59.5% | $9,015-73.6% | $4,297-44.6% |