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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 | $222,311 | $92,219+141.1% | $76,767+189.6% | $135,380+64.2% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -2.22% | 5.46%-7.7pp | 2.43%-4.6pp | 519.81%-522.0pp |
| Employer contribution / active EE | $14,348 | $3,216+346.2% | $2,485+477.3% | $4,779+200.2% |
| Participant deferral / active EE | $3,028 | $4,508-32.8% | $3,852-21.4% | $5,609-46.0% |
| Admin fee / account holder | $41,140 | $10,749+282.7% | $6,675+516.3% | $10,828+279.9% |