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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 | $137,630 | $72,177+90.7% | $115,037+19.6% | $59,633+130.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.05% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $3,902 | $2,841+37.3% | $4,608-15.3% | $2,203+77.1% |
| Participant deferral / active EE | $3,257 | $4,783-31.9% | $6,026-46.0% | $3,192+2.0% |
| Admin fee / account holder | $5,933 | $4,927+20.4% | $8,175-27.4% | $4,297+38.1% |