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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 | $220,548 | $59,332+271.7% | $90,223+144.4% | $59,633+269.8% |
| Participation rate | 93.8% | 71.9%+21.8pp | 79.0%+14.7pp | 68.7%+25.1pp |
| Annual return | -2.05% | 3.25%-5.3pp | 1.31%-3.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $3,083 | $3,031+1.7% | $4,378-29.6% | $2,203+40.0% |
| Participant deferral / active EE | $7,586 | $4,369+73.6% | $5,792+31.0% | $3,192+137.7% |
| Admin fee / account holder | $12,126 | $5,032+141.0% | $7,406+63.7% | $4,297+182.2% |