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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 | $94,954 | $72,177+31.6% | $115,037-17.5% | $59,633+59.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.23% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $7,457 | $2,841+162.4% | $4,608+61.8% | $2,203+238.5% |
| Participant deferral / active EE | $6,355 | $4,783+32.9% | $6,026+5.4% | $3,192+99.1% |
| Admin fee / account holder | $2,620 | $4,927-46.8% | $8,175-67.9% | $4,297-39.0% |