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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 | $203,970 | $52,678+287.2% | $75,782+169.2% | $59,632+242.0% |
| Participation rate | 88.5% | 67.2%+21.2pp | 75.8%+12.6pp | 68.7%+19.8pp |
| Annual return | -0.88% | 2.95%-3.8pp | 9.68%-10.6pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $7,609 | $2,193+246.9% | $3,323+128.9% | $2,203+245.4% |
| Participant deferral / active EE | $5,167 | $2,591+99.5% | $3,652+41.5% | $3,192+61.9% |
| Admin fee / account holder | $12,423 | $3,610+244.1% | $5,300+134.4% | $4,297+189.1% |