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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 | $237,141 | $72,177+228.6% | $115,038+106.1% | $59,633+297.7% |
| Participation rate | 96.8% | 72.6%+24.2pp | 81.4%+15.4pp | 68.7%+28.1pp |
| Annual return | -0.11% | 12.02%-12.1pp | 26.14%-26.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $11,060 | $2,841+289.3% | $4,608+140.0% | $2,203+402.1% |
| Participant deferral / active EE | $9,733 | $4,783+103.5% | $6,026+61.5% | $3,192+205.0% |
| Admin fee / account holder | $35,573 | $4,927+622.0% | $8,175+335.1% | $4,297+727.9% |