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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 | $105,161 | $65,704+60.1% | $94,229+11.6% | $59,633+76.3% |
| Participation rate | 95.7% | 72.1%+23.6pp | 78.8%+17.0pp | 68.7%+27.1pp |
| Annual return | -0.65% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $5,171 | $2,021+155.9% | $3,587+44.2% | $2,203+134.8% |
| Participant deferral / active EE | $7,801 | $3,143+148.2% | $4,320+80.6% | $3,192+144.4% |
| Admin fee / account holder | $3,802 | $4,265-10.8% | $6,269-39.3% | $4,297-11.5% |