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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 | $198,508 | $56,197+253.2% | $67,652+193.4% | $59,633+232.9% |
| Participation rate | 77.8% | 71.5%+6.3pp | 75.7%+2.1pp | 68.7%+9.1pp |
| Annual return | -0.23% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,421 | $1,615-12.0% | $2,266-37.3% | $2,203-35.5% |
| Participant deferral / active EE | $4,083 | $2,844+43.6% | $3,560+14.7% | $3,192+27.9% |
| Admin fee / account holder | $48,325 | $3,958+1121.0% | $4,821+902.4% | $4,297+1024.6% |