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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 | $145,726 | $65,704+121.8% | $94,229+54.7% | $59,633+144.4% |
| Participation rate | 98.9% | 72.1%+26.8pp | 78.8%+20.2pp | 68.7%+30.3pp |
| Annual return | -0.64% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $4,334 | $2,021+114.5% | $3,587+20.8% | $2,203+96.8% |
| Participant deferral / active EE | $6,882 | $3,143+119.0% | $4,320+59.3% | $3,192+115.6% |
| Admin fee / account holder | $13,472 | $4,265+215.9% | $6,269+114.9% | $4,297+213.5% |