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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 | $205,005 | $72,177+184.0% | $115,038+78.2% | $59,633+243.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.45% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $9,807 | $2,841+245.2% | $4,608+112.8% | $2,203+345.2% |
| Participant deferral / active EE | $7,840 | $4,783+63.9% | $6,026+30.1% | $3,192+145.6% |
| Admin fee / account holder | $4,522 | $4,927-8.2% | $8,175-44.7% | $4,297+5.2% |