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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 | $242,408 | $65,703+268.9% | $94,224+157.3% | $59,632+306.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.10% | 5.22%-6.3pp | 10.68%-11.8pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $13,571 | $2,021+571.7% | $3,587+278.4% | $2,203+516.1% |
| Participant deferral / active EE | $7,335 | $3,143+133.4% | $4,320+69.8% | $3,192+129.8% |
| Admin fee / account holder | $29,694 | $4,264+596.3% | $6,269+373.7% | $4,297+591.0% |