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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 | $171,642 | $72,177+137.8% | $115,038+49.2% | $59,633+187.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.81% | 12.02%-13.8pp | 26.14%-28.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $5,239 | $2,841+84.4% | $4,608+13.7% | $2,203+137.9% |
| Participant deferral / active EE | $8,715 | $4,783+82.2% | $6,026+44.6% | $3,192+173.0% |
| Admin fee / account holder | $11,081 | $4,927+124.9% | $8,175+35.5% | $4,297+157.9% |