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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 | $222,035 | $72,177+207.6% | $115,038+93.0% | $59,633+272.3% |
| Participation rate | 97.6% | 72.6%+25.0pp | 81.4%+16.2pp | 68.7%+28.9pp |
| Annual return | -0.45% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $8,637 | $2,841+204.0% | $4,608+87.4% | $2,203+292.1% |
| Participant deferral / active EE | $7,933 | $4,783+65.9% | $6,026+31.6% | $3,192+148.6% |
| Admin fee / account holder | $52,674 | $4,927+969.1% | $8,175+544.3% | $4,297+1125.9% |