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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 | $143,647 | $45,566+215.2% | $64,105+124.1% | $59,633+140.9% |
| Participation rate | 97.8% | 60.2%+37.7pp | 68.2%+29.7pp | 68.7%+29.2pp |
| Annual return | -0.97% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,644 | $934+183.1% | $1,820+45.3% | $2,203+20.1% |
| Participant deferral / active EE | $4,662 | $2,057+126.7% | $2,822+65.2% | $3,192+46.1% |
| Admin fee / account holder | $48,639 | $3,268+1388.6% | $4,499+981.0% | $4,297+1031.9% |