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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 | $131,676 | $65,704+100.4% | $94,229+39.7% | $59,633+120.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.14% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $6,359 | $2,021+214.7% | $3,587+77.3% | $2,203+188.7% |
| Participant deferral / active EE | $6,361 | $3,143+102.4% | $4,320+47.2% | $3,192+99.3% |
| Admin fee / account holder | $782 | $4,265-81.7% | $6,269-87.5% | $4,297-81.8% |