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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 | $203,059 | $72,177+181.3% | $115,038+76.5% | $59,633+240.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.16% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $8,083 | $2,841+184.5% | $4,608+75.4% | $2,203+267.0% |
| Participant deferral / active EE | $7,654 | $4,783+60.0% | $6,026+27.0% | $3,192+139.8% |
| Admin fee / account holder | $1,526 | $4,927-69.0% | $8,175-81.3% | $4,297-64.5% |