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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 | $128,508 | $81,258+58.1% | $105,218+22.1% | $59,633+115.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 77.2%+22.8pp | 68.7%+31.3pp |
| Annual return | -0.92% | 1.96%-2.9pp | 5.33%-6.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $3,235 | $2,562+26.3% | $3,255-0.6% | $2,203+46.9% |
| Participant deferral / active EE | $3,887 | $3,881+0.2% | $4,867-20.1% | $3,192+21.8% |
| Admin fee / account holder | $4,023 | $5,841-31.1% | $6,992-42.5% | $4,297-6.4% |