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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 | $120,044 | $54,380+120.7% | $68,509+75.2% | $59,633+101.3% |
| Participation rate | 92.9% | 70.2%+22.7pp | 74.7%+18.1pp | 68.7%+24.2pp |
| Annual return | -1.48% | 2.83%-4.3pp | 8.27%-9.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $3,394 | $1,539+120.6% | $2,278+49.0% | $2,203+54.1% |
| Participant deferral / active EE | $6,179 | $2,643+133.8% | $3,382+82.7% | $3,192+93.6% |
| Admin fee / account holder | $8,092 | $3,885+108.3% | $5,275+53.4% | $4,297+88.3% |