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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 | $153,228 | $82,028+86.8% | $123,105+24.5% | $59,633+157.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.64% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $9,723 | $3,297+194.9% | $5,151+88.8% | $2,203+341.4% |
| Participant deferral / active EE | $11,932 | $4,667+155.7% | $6,229+91.5% | $3,192+273.8% |
| Admin fee / account holder | $7,024 | $5,879+19.5% | $9,014-22.1% | $4,297+63.5% |