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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 | $181,060 | $72,177+150.9% | $115,037+57.4% | $59,633+203.6% |
| Participation rate | 97.4% | 72.6%+24.8pp | 81.4%+16.0pp | 68.7%+28.7pp |
| Annual return | -1.11% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $3,038 | $2,841+6.9% | $4,608-34.1% | $2,203+37.9% |
| Participant deferral / active EE | $4,865 | $4,783+1.7% | $6,026-19.3% | $3,192+52.4% |
| Admin fee / account holder | $39,179 | $4,927+695.2% | $8,175+379.2% | $4,297+811.8% |