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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 | $147,723 | $72,177+104.7% | $115,038+28.4% | $59,633+147.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.75% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,599 | $2,841-8.5% | $4,608-43.6% | $2,203+18.0% |
| Participant deferral / active EE | $9,331 | $4,783+95.1% | $6,026+54.8% | $3,192+192.4% |
| Admin fee / account holder | $9,070 | $4,927+84.1% | $8,175+10.9% | $4,297+111.1% |