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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 | $54,411 | $40,275+35.1% | $57,356-5.1% | $59,633-8.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.87% | 27.52%-28.4pp | 24.41%-25.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $11,724 | $1,921+510.2% | $2,689+336.1% | $2,203+432.3% |
| Participant deferral / active EE | $7,378 | $2,400+207.4% | $3,162+133.4% | $3,192+131.2% |
| Admin fee / account holder | $9,644 | $2,820+241.9% | $3,357+187.3% | $4,297+124.4% |