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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 | $121,008 | $72,177+67.7% | $115,038+5.2% | $59,633+102.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.51% | 12.02%-13.5pp | 26.14%-27.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $4,354 | $2,841+53.2% | $4,608-5.5% | $2,203+97.7% |
| Participant deferral / active EE | $6,237 | $4,783+30.4% | $6,026+3.5% | $3,192+95.4% |
| Admin fee / account holder | $2,357 | $4,927-52.2% | $8,175-71.2% | $4,297-45.2% |