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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 | $74,767 | $39,798+87.9% | $67,704+10.4% | $59,633+25.4% |
| Participation rate | 89.6% | 57.4%+32.3pp | 67.5%+22.1pp | 68.7%+20.9pp |
| Annual return | 0.86% | 89.94%-89.1pp | 25.41%-24.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $3,949 | $1,393+183.5% | $2,559+54.3% | $2,203+79.3% |
| Participant deferral / active EE | $3,451 | $2,335+47.8% | $3,585-3.7% | $3,192+8.1% |
| Admin fee / account holder | $8,769 | $3,212+173.0% | $4,255+106.1% | $4,297+104.1% |