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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 | $182,289 | $72,177+152.6% | $115,037+58.5% | $59,633+205.7% |
| Participation rate | 97.9% | 72.6%+25.3pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | -2.27% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $13,055 | $2,841+359.5% | $4,608+183.3% | $2,203+492.7% |
| Participant deferral / active EE | $10,943 | $4,783+128.8% | $6,026+81.6% | $3,192+242.9% |
| Admin fee / account holder | $69,296 | $4,927+1306.5% | $8,175+747.6% | $4,297+1512.6% |