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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 | $222,032 | $78,694+182.1% | $67,652+228.2% | $125,389+77.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.69% | 9.46%-12.1pp | 6625.40%-6628.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $9,299 | $3,044+205.5% | $2,266+310.4% | $4,866+91.1% |
| Participant deferral / active EE | $5,949 | $4,292+38.6% | $3,560+67.1% | $5,352+11.2% |
| Admin fee / account holder | $4,294 | $7,403-42.0% | $4,821-10.9% | $9,541-55.0% |