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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 | $218,635 | $72,177+202.9% | $115,038+90.1% | $59,633+266.6% |
| Participation rate | 88.7% | 72.6%+16.1pp | 81.4%+7.3pp | 68.7%+20.0pp |
| Annual return | -0.49% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $15,345 | $4,783+220.8% | $6,026+154.6% | $3,192+380.8% |
| Admin fee / account holder | $33,316 | $4,927+576.2% | $8,175+307.5% | $4,297+675.4% |