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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 | $188,435 | $72,177+161.1% | $115,037+63.8% | $59,633+216.0% |
| Participation rate | 96.9% | 72.6%+24.3pp | 81.4%+15.5pp | 68.7%+28.2pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $11,511 | $2,841+305.1% | $4,608+149.8% | $2,203+422.6% |
| Participant deferral / active EE | $9,012 | $4,783+88.4% | $6,026+49.6% | $3,192+182.4% |
| Admin fee / account holder | $32,327 | $4,927+556.1% | $8,175+295.4% | $4,297+652.3% |