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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 | $101,326 | $72,177+40.4% | $115,038-11.9% | $59,633+69.9% |
| Participation rate | 94.3% | 72.6%+21.8pp | 81.4%+13.0pp | 68.7%+25.7pp |
| Annual return | -0.91% | 12.02%-12.9pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $10,832 | $2,841+281.2% | $4,608+135.1% | $2,203+391.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,398 | $4,927-51.3% | $8,175-70.7% | $4,297-44.2% |