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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 | $109,941 | $48,050+128.8% | $85,969+27.9% | $59,633+84.4% |
| Participation rate | 92.3% | 64.5%+27.9pp | 76.5%+15.8pp | 68.7%+23.6pp |
| Annual return | -0.64% | 0.29%-0.9pp | 9.32%-10.0pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $4,801 | $1,640+192.8% | $3,474+38.2% | $2,203+117.9% |
| Participant deferral / active EE | $7,205 | $2,249+220.3% | $3,829+88.2% | $3,192+125.8% |
| Admin fee / account holder | $4,256 | $3,206+32.8% | $6,053-29.7% | $4,297-0.9% |