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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 | $162,391 | $72,177+125.0% | $115,038+41.2% | $59,633+172.3% |
| Participation rate | 90.2% | 72.6%+17.6pp | 81.4%+8.8pp | 68.7%+21.5pp |
| Annual return | 1.07% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $9,737 | $2,841+242.7% | $4,608+111.3% | $2,203+342.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12,892 | $4,927+161.7% | $8,175+57.7% | $4,297+200.0% |