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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 | $205,205 | $52,678+289.5% | $75,784+170.8% | $59,633+244.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.11% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $10,155 | $2,193+363.0% | $3,323+205.6% | $2,203+361.1% |
| Participant deferral / active EE | $1,780 | $2,591-31.3% | $3,652-51.3% | $3,192-44.2% |
| Admin fee / account holder | $2,141 | $3,610-40.7% | $5,300-59.6% | $4,297-50.2% |