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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 | $187,491 | $72,177+159.8% | $115,038+63.0% | $59,633+214.4% |
| Participation rate | 86.2% | 72.6%+13.7pp | 81.4%+4.8pp | 68.7%+17.5pp |
| Annual return | -0.60% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $16,944 | $2,841+496.3% | $4,608+267.7% | $2,203+669.2% |
| Participant deferral / active EE | $10,070 | $4,783+110.5% | $6,026+67.1% | $3,192+215.5% |
| Admin fee / account holder | $4,516 | $4,927-8.3% | $8,175-44.8% | $4,297+5.1% |