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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 | $194,360 | $72,177+169.3% | $115,038+69.0% | $59,633+225.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.01% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $3,391 | $2,841+19.4% | $4,608-26.4% | $2,203+54.0% |
| Participant deferral / active EE | $9,898 | $4,783+107.0% | $6,026+64.2% | $3,192+210.1% |
| Admin fee / account holder | $733 | $4,927-85.1% | $8,175-91.0% | $4,297-83.0% |