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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 | $155,433 | $65,704+136.6% | $94,229+65.0% | $59,633+160.6% |
| Participation rate | 87.5% | 72.1%+15.4pp | 78.8%+8.7pp | 68.7%+18.8pp |
| Annual return | -0.64% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $2,474 | $2,021+22.4% | $3,587-31.0% | $2,203+12.3% |
| Participant deferral / active EE | $5,594 | $3,143+78.0% | $4,320+29.5% | $3,192+75.3% |
| Admin fee / account holder | $34,941 | $4,265+719.3% | $6,269+457.3% | $4,297+713.2% |