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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 | $135,817 | $72,177+88.2% | $115,038+18.1% | $59,633+127.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.25% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,941 | $2,841-31.7% | $4,608-57.9% | $2,203-11.9% |
| Participant deferral / active EE | $7,664 | $4,783+60.2% | $6,026+27.2% | $3,192+140.1% |
| Admin fee / account holder | $2,188 | $4,927-55.6% | $8,175-73.2% | $4,297-49.1% |