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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 | $115,513 | $54,380+112.4% | $68,509+68.6% | $59,633+93.7% |
| Participation rate | 95.2% | 70.2%+25.0pp | 74.7%+20.5pp | 68.7%+26.6pp |
| Annual return | -0.04% | 2.83%-2.9pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,126 | $1,539+103.2% | $2,278+37.3% | $2,203+41.9% |
| Participant deferral / active EE | $3,205 | $2,643+21.3% | $3,382-5.2% | $3,192+0.4% |
| Admin fee / account holder | $15,015 | $3,885+286.5% | $5,275+184.7% | $4,297+249.4% |