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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 | $95,780 | $40,275+137.8% | $57,356+67.0% | $59,633+60.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.99% | 27.52%-28.5pp | 24.41%-25.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $7,892 | $1,921+310.8% | $2,689+193.5% | $2,203+258.3% |
| Participant deferral / active EE | $7,426 | $2,400+209.4% | $3,162+134.9% | $3,192+132.7% |
| Admin fee / account holder | $1,035 | $2,820-63.3% | $3,357-69.2% | $4,297-75.9% |