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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 | $185,146 | $65,704+181.8% | $94,229+96.5% | $59,633+210.5% |
| Participation rate | 95.2% | 72.1%+23.1pp | 78.8%+16.5pp | 68.7%+26.6pp |
| Annual return | -1.25% | 5.22%-6.5pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $3,148 | $2,021+55.8% | $3,587-12.2% | $2,203+42.9% |
| Participant deferral / active EE | $3,198 | $3,143+1.7% | $4,320-26.0% | $3,192+0.2% |
| Admin fee / account holder | $19,615 | $4,265+359.9% | $6,269+212.9% | $4,297+356.5% |