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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 | $170,667 | $45,566+274.5% | $64,105+166.2% | $59,633+186.2% |
| Participation rate | 88.6% | 60.2%+28.4pp | 68.2%+20.4pp | 68.7%+19.9pp |
| Annual return | -1.49% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $5,714 | $934+511.7% | $1,820+214.0% | $2,203+159.4% |
| Participant deferral / active EE | $4,726 | $2,057+129.8% | $2,822+67.5% | $3,192+48.1% |
| Admin fee / account holder | $9,371 | $3,268+186.8% | $4,499+108.3% | $4,297+118.1% |