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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 | $189,821 | $72,177+163.0% | $115,038+65.0% | $59,633+218.3% |
| Participation rate | 97.8% | 72.6%+25.3pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | -0.30% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $7,084 | $2,841+149.3% | $4,608+53.7% | $2,203+221.6% |
| Participant deferral / active EE | $7,871 | $4,783+64.6% | $6,026+30.6% | $3,192+146.6% |
| Admin fee / account holder | $2,972 | $4,927-39.7% | $8,175-63.6% | $4,297-30.8% |