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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 | $194,687 | $82,028+137.3% | $123,105+58.1% | $59,633+226.5% |
| Participation rate | 98.2% | 83.2%+15.0pp | 86.8%+11.4pp | 68.7%+29.5pp |
| Annual return | -1.08% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $6,015 | $3,297+82.4% | $5,151+16.8% | $2,203+173.1% |
| Participant deferral / active EE | $10,853 | $4,667+132.6% | $6,229+74.2% | $3,192+240.1% |
| Admin fee / account holder | $3,455 | $5,879-41.2% | $9,014-61.7% | $4,297-19.6% |