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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 | $244,804 | $72,177+239.2% | $115,038+112.8% | $59,633+310.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.26% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $7,387 | $2,841+160.0% | $4,608+60.3% | $2,203+235.4% |
| Participant deferral / active EE | $4,962 | $4,783+3.7% | $6,026-17.7% | $3,192+55.5% |
| Admin fee / account holder | $8,704 | $4,927+76.7% | $8,175+6.5% | $4,297+102.6% |