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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 | $205,097 | $72,177+184.2% | $115,038+78.3% | $59,633+243.9% |
| Participation rate | 93.7% | 72.6%+21.1pp | 81.4%+12.3pp | 68.7%+25.0pp |
| Annual return | -0.08% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $25,041 | $2,841+781.3% | $4,608+443.4% | $2,203+1036.9% |
| Participant deferral / active EE | $12,561 | $4,783+162.6% | $6,026+108.4% | $3,192+293.5% |
| Admin fee / account holder | $85,031 | $4,927+1625.8% | $8,175+940.1% | $4,297+1878.9% |