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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 | $90,243 | $40,275+124.1% | $57,356+57.3% | $59,633+51.3% |
| Participation rate | 94.7% | 69.1%+25.6pp | 75.1%+19.7pp | 68.7%+26.1pp |
| Annual return | -1.05% | 27.52%-28.6pp | 24.41%-25.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $3,832 | $1,921+99.5% | $2,689+42.5% | $2,203+74.0% |
| Participant deferral / active EE | $6,132 | $2,400+155.5% | $3,162+94.0% | $3,192+92.1% |
| Admin fee / account holder | $5,935 | $2,820+110.4% | $3,357+76.8% | $4,297+38.1% |