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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 | $83,580 | $52,678+58.7% | $75,784+10.3% | $59,633+40.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.27% | 2.95%-5.2pp | 9.68%-12.0pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $10,571 | $2,193+382.0% | $3,323+218.1% | $2,203+379.9% |
| Participant deferral / active EE | $5,092 | $2,591+96.5% | $3,652+39.4% | $3,192+59.5% |
| Admin fee / account holder | $2,290 | $3,610-36.6% | $5,300-56.8% | $4,297-46.7% |