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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 | $238,734 | $72,177+230.8% | $115,038+107.5% | $59,633+300.3% |
| Participation rate | 95.5% | 72.6%+22.9pp | 81.4%+14.1pp | 68.7%+26.8pp |
| Annual return | -0.54% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $16,194 | $2,841+470.0% | $4,608+251.4% | $2,203+635.2% |
| Participant deferral / active EE | $7,381 | $4,783+54.3% | $6,026+22.5% | $3,192+131.3% |
| Admin fee / account holder | $2,882 | $4,927-41.5% | $8,175-64.7% | $4,297-32.9% |