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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 | $117,814 | $72,177+63.2% | $115,038+2.4% | $59,633+97.6% |
| Participation rate | 91.7% | 72.6%+19.1pp | 81.4%+10.3pp | 68.7%+23.0pp |
| Annual return | -0.43% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,079 | $2,841+8.4% | $4,608-33.2% | $2,203+39.8% |
| Participant deferral / active EE | $6,878 | $4,783+43.8% | $6,026+14.1% | $3,192+115.5% |
| Admin fee / account holder | $33,145 | $4,927+572.7% | $8,175+305.4% | $4,297+671.4% |