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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 | $195,690 | $72,177+171.1% | $115,038+70.1% | $59,633+228.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.10% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $7,716 | $2,841+171.6% | $4,608+67.5% | $2,203+250.3% |
| Participant deferral / active EE | $10,791 | $4,783+125.6% | $6,026+79.1% | $3,192+238.1% |
| Admin fee / account holder | $3,160 | $4,927-35.9% | $8,175-61.4% | $4,297-26.5% |