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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 | $187,107 | $72,177+159.2% | $115,038+62.6% | $59,633+213.8% |
| Participation rate | 94.3% | 72.6%+21.7pp | 81.4%+12.9pp | 68.7%+25.6pp |
| Annual return | -0.79% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $17,730 | $2,841+524.0% | $4,608+284.8% | $2,203+704.9% |
| Participant deferral / active EE | $6,279 | $4,783+31.3% | $6,026+4.2% | $3,192+96.7% |
| Admin fee / account holder | $1,736 | $4,927-64.8% | $8,175-78.8% | $4,297-59.6% |