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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 | $139,470 | $72,177+93.2% | $115,038+21.2% | $59,633+133.9% |
| Participation rate | 88.1% | 72.6%+15.5pp | 81.4%+6.7pp | 68.7%+19.4pp |
| Annual return | -1.33% | 12.02%-13.3pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $4,957 | $2,841+74.5% | $4,608+7.6% | $2,203+125.1% |
| Participant deferral / active EE | $5,405 | $4,783+13.0% | $6,026-10.3% | $3,192+69.3% |
| Admin fee / account holder | $34,704 | $4,927+604.4% | $8,175+324.5% | $4,297+707.6% |