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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 | $170,705 | $52,678+224.1% | $75,784+125.3% | $59,633+186.3% |
| Participation rate | 95.0% | 67.2%+27.8pp | 75.8%+19.2pp | 68.7%+26.3pp |
| Annual return | -0.82% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $3,216 | $2,193+46.6% | $3,323-3.2% | $2,203+46.0% |
| Participant deferral / active EE | $6,209 | $2,591+139.7% | $3,652+70.0% | $3,192+94.5% |
| Admin fee / account holder | $16,903 | $3,610+368.2% | $5,300+219.0% | $4,297+293.4% |