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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 | $73,866 | $40,275+83.4% | $57,356+28.8% | $59,633+23.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.88% | 27.52%-29.4pp | 24.41%-26.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $7,343 | $1,921+282.2% | $2,689+173.1% | $2,203+233.4% |
| Participant deferral / active EE | $6,517 | $2,400+171.6% | $3,162+106.1% | $3,192+104.2% |
| Admin fee / account holder | $8,245 | $2,820+192.3% | $3,357+145.6% | $4,297+91.9% |