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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 | $172,903 | $72,177+139.6% | $115,038+50.3% | $59,633+189.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.92% | 12.02%-13.9pp | 26.14%-28.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $4,192 | $2,841+47.5% | $4,608-9.0% | $2,203+90.3% |
| Participant deferral / active EE | $9,341 | $4,783+95.3% | $6,026+55.0% | $3,192+192.7% |
| Admin fee / account holder | $2,550 | $4,927-48.3% | $8,175-68.8% | $4,297-40.7% |