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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 | $249,852 | $72,177+246.2% | $115,037+117.2% | $59,633+319.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.35% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $13,136 | $2,841+362.3% | $4,608+185.1% | $2,203+496.4% |
| Participant deferral / active EE | $7,220 | $4,783+50.9% | $6,026+19.8% | $3,192+126.2% |
| Admin fee / account holder | $2,165 | $4,927-56.1% | $8,175-73.5% | $4,297-49.6% |