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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 | $119,134 | $52,678+126.2% | $75,784+57.2% | $59,633+99.8% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | -0.62% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $10,634 | $2,193+384.8% | $3,323+220.0% | $2,203+382.8% |
| Participant deferral / active EE | $1,316 | $2,591-49.2% | $3,652-64.0% | $3,192-58.8% |
| Admin fee / account holder | $36,154 | $3,610+901.5% | $5,300+582.2% | $4,297+741.4% |