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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 | $209,140 | $72,177+189.8% | $115,038+81.8% | $59,633+250.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.63% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $8,531 | $2,841+200.3% | $4,608+85.1% | $2,203+287.3% |
| Participant deferral / active EE | $6,368 | $4,783+33.1% | $6,026+5.7% | $3,192+99.5% |
| Admin fee / account holder | $37,004 | $4,927+651.1% | $8,175+352.6% | $4,297+761.2% |