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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 | $113,619 | $45,566+149.3% | $64,105+77.2% | $59,633+90.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.33% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,429 | $934+53.0% | $1,820-21.5% | $2,203-35.1% |
| Participant deferral / active EE | $5,600 | $2,057+172.3% | $2,822+98.5% | $3,192+75.4% |
| Admin fee / account holder | $542 | $3,268-83.4% | $4,499-88.0% | $4,297-87.4% |