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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 | $219,584 | $72,177+204.2% | $115,038+90.9% | $59,633+268.2% |
| Participation rate | 92.1% | 72.6%+19.5pp | 81.4%+10.7pp | 68.7%+23.4pp |
| Annual return | -0.17% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $9,133 | $2,841+221.5% | $4,608+98.2% | $2,203+314.6% |
| Participant deferral / active EE | $8,694 | $4,783+81.8% | $6,026+44.3% | $3,192+172.4% |
| Admin fee / account holder | $15,071 | $4,927+205.9% | $8,175+84.4% | $4,297+250.7% |