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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 | $111,936 | $52,911+111.6% | $73,309+52.7% | $59,633+87.7% |
| Participation rate | 74.1% | 68.2%+5.9pp | 74.9%-0.8pp | 68.7%+5.5pp |
| Annual return | -0.60% | 12.20%-12.8pp | 5.67%-6.3pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,233 | $4,069+4.0% | $4,991-15.2% | $3,192+32.6% |
| Admin fee / account holder | $15,904 | $3,835+314.7% | $5,635+182.3% | $4,297+270.1% |