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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 | $195,646 | $72,177+171.1% | $115,038+70.1% | $59,633+228.1% |
| Participation rate | 98.9% | 72.6%+26.3pp | 81.4%+17.5pp | 68.7%+30.2pp |
| Annual return | -0.97% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $13,686 | $2,841+381.7% | $4,608+197.0% | $2,203+521.4% |
| Participant deferral / active EE | $4,725 | $4,783-1.2% | $6,026-21.6% | $3,192+48.0% |
| Admin fee / account holder | $18,545 | $4,927+276.4% | $8,175+126.8% | $4,297+331.6% |