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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 | $155,347 | $72,177+115.2% | $115,038+35.0% | $59,633+160.5% |
| Participation rate | 90.7% | 72.6%+18.1pp | 81.4%+9.3pp | 68.7%+22.0pp |
| Annual return | -0.64% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $3,651 | $2,841+28.5% | $4,608-20.8% | $2,203+65.8% |
| Participant deferral / active EE | $12,129 | $4,783+153.6% | $6,026+101.3% | $3,192+280.0% |
| Admin fee / account holder | $3,225 | $4,927-34.5% | $8,175-60.5% | $4,297-24.9% |