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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 | $120,496 | $59,332+103.1% | $90,223+33.6% | $59,633+102.1% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.0%+18.8pp | 68.7%+29.1pp |
| Annual return | -1.25% | 3.25%-4.5pp | 1.31%-2.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $4,578 | $3,031+51.1% | $4,378+4.6% | $2,203+107.9% |
| Participant deferral / active EE | $4,571 | $4,369+4.6% | $5,792-21.1% | $3,192+43.2% |
| Admin fee / account holder | $28,447 | $5,032+465.3% | $7,406+284.1% | $4,297+562.0% |