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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 | $222,131 | $52,678+321.7% | $75,784+193.1% | $59,633+272.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.63% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $7,738 | $2,193+252.8% | $3,323+132.8% | $2,203+251.3% |
| Participant deferral / active EE | $9,208 | $2,591+255.4% | $3,652+152.2% | $3,192+188.5% |
| Admin fee / account holder | $20,661 | $3,610+472.3% | $5,300+289.8% | $4,297+380.8% |