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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 | $66,470 | $52,678+26.2% | $75,784-12.3% | $59,633+11.5% |
| Participation rate | 91.8% | 67.2%+24.5pp | 75.8%+15.9pp | 68.7%+23.1pp |
| Annual return | -1.48% | 2.95%-4.4pp | 9.68%-11.2pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $4,696 | $2,193+114.1% | $3,323+41.3% | $2,203+113.2% |
| Participant deferral / active EE | $3,210 | $2,591+23.9% | $3,652-12.1% | $3,192+0.6% |
| Admin fee / account holder | $2,172 | $3,610-39.8% | $5,300-59.0% | $4,297-49.4% |