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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 | $123,163 | $45,566+170.3% | $64,105+92.1% | $59,633+106.5% |
| Participation rate | 93.3% | 60.2%+33.2pp | 68.2%+25.2pp | 68.7%+24.7pp |
| Annual return | -1.13% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $7,258 | $934+677.0% | $1,820+298.8% | $2,203+229.5% |
| Participant deferral / active EE | $5,948 | $2,057+189.2% | $2,822+110.8% | $3,192+86.4% |
| Admin fee / account holder | $1,023 | $3,268-68.7% | $4,499-77.3% | $4,297-76.2% |