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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 | $126,900 | $72,177+75.8% | $115,038+10.3% | $59,633+112.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.11% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $13,332 | $2,841+369.2% | $4,608+189.3% | $2,203+505.3% |
| Participant deferral / active EE | $9,394 | $4,783+96.4% | $6,026+55.9% | $3,192+194.3% |
| Admin fee / account holder | $2,313 | $4,927-53.1% | $8,175-71.7% | $4,297-46.2% |