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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 | $91,224 | $48,050+89.9% | $85,969+6.1% | $59,633+53.0% |
| Participation rate | 92.6% | 64.5%+28.1pp | 76.5%+16.1pp | 68.7%+23.9pp |
| Annual return | -1.40% | 0.29%-1.7pp | 9.32%-10.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $9,933 | $1,640+505.9% | $3,474+185.9% | $2,203+351.0% |
| Participant deferral / active EE | $1,687 | $2,249-25.0% | $3,829-55.9% | $3,192-47.1% |
| Admin fee / account holder | $7,845 | $3,206+144.7% | $6,053+29.6% | $4,297+82.6% |