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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 | $204,537 | $82,028+149.3% | $123,105+66.1% | $59,633+243.0% |
| Participation rate | 97.8% | 83.2%+14.6pp | 86.8%+11.0pp | 68.7%+29.1pp |
| Annual return | 0.03% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $9,225 | $3,297+179.8% | $5,151+79.1% | $2,203+318.8% |
| Participant deferral / active EE | $7,239 | $4,667+55.1% | $6,229+16.2% | $3,192+126.8% |
| Admin fee / account holder | $855 | $5,879-85.4% | $9,014-90.5% | $4,297-80.1% |