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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 | $95,784 | $72,177+32.7% | $115,038-16.7% | $59,633+60.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.35% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $13,090 | $2,841+360.7% | $4,608+184.1% | $2,203+494.3% |
| Participant deferral / active EE | $5,111 | $4,783+6.9% | $6,026-15.2% | $3,192+60.1% |
| Admin fee / account holder | $6,394 | $4,927+29.8% | $8,175-21.8% | $4,297+48.8% |