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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 | $111,758 | $40,275+177.5% | $57,356+94.9% | $59,633+87.4% |
| Participation rate | 88.4% | 69.1%+19.2pp | 75.1%+13.3pp | 68.7%+19.7pp |
| Annual return | -1.99% | 27.52%-29.5pp | 24.41%-26.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $12,618 | $1,921+556.7% | $2,689+369.3% | $2,203+472.9% |
| Participant deferral / active EE | $2,442 | $2,400+1.8% | $3,162-22.8% | $3,192-23.5% |
| Admin fee / account holder | $5,542 | $2,820+96.5% | $3,357+65.1% | $4,297+29.0% |