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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 | $143,190 | $65,703+117.9% | $94,228+52.0% | $59,633+140.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.53% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $3,767 | $2,021+86.5% | $3,587+5.0% | $2,203+71.0% |
| Participant deferral / active EE | $4,522 | $3,143+43.9% | $4,320+4.7% | $3,192+41.7% |
| Admin fee / account holder | $1,390 | $4,264-67.4% | $6,269-77.8% | $4,297-67.7% |