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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 | $216,876 | $72,177+200.5% | $115,038+88.5% | $59,633+263.7% |
| Participation rate | 88.9% | 72.6%+16.3pp | 81.4%+7.5pp | 68.7%+20.2pp |
| Annual return | -1.73% | 12.02%-13.7pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $22,757 | $2,841+701.0% | $4,608+393.9% | $2,203+933.2% |
| Participant deferral / active EE | $9,096 | $4,783+90.2% | $6,026+50.9% | $3,192+185.0% |
| Admin fee / account holder | $12,050 | $4,927+144.6% | $8,175+47.4% | $4,297+180.4% |