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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 | $187,503 | $45,152+315.3% | $73,836+153.9% | $59,633+214.4% |
| Participation rate | 92.0% | 64.0%+28.0pp | 73.4%+18.6pp | 68.7%+23.3pp |
| Annual return | -1.11% | 27.40%-28.5pp | 2268.06%-2269.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $818 | $1,901-57.0% | $2,787-70.6% | $2,203-62.8% |
| Participant deferral / active EE | $2,475 | $2,573-3.8% | $3,583-30.9% | $3,192-22.5% |
| Admin fee / account holder | $15,766 | $3,515+348.6% | $4,882+222.9% | $4,297+266.9% |