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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 | $159,031 | $65,704+142.0% | $94,229+68.8% | $59,633+166.7% |
| Participation rate | 88.0% | 72.1%+15.9pp | 78.8%+9.2pp | 68.7%+19.3pp |
| Annual return | -0.66% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $16,635 | $2,021+723.3% | $3,587+363.8% | $2,203+655.2% |
| Participant deferral / active EE | $5,400 | $3,143+71.8% | $4,320+25.0% | $3,192+69.2% |
| Admin fee / account holder | $8,842 | $4,265+107.3% | $6,269+41.0% | $4,297+105.8% |