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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 | $142,162 | $78,694+80.7% | $67,652+110.1% | $125,389+13.4% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | 2.09% | 9.46%-7.4pp | 6625.40%-6623.3pp | 282.24%-280.2pp |
| Employer contribution / active EE | $2,959 | $3,044-2.8% | $2,266+30.6% | $4,866-39.2% |
| Participant deferral / active EE | $2,210 | $4,292-48.5% | $3,560-37.9% | $5,352-58.7% |
| Admin fee / account holder | $39,005 | $7,403+426.9% | $4,821+709.1% | $9,541+308.8% |