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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 | $123,347 | $65,704+87.7% | $94,229+30.9% | $59,633+106.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.02% | 5.22%-7.2pp | 10.68%-12.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $2,978 | $2,021+47.4% | $3,587-17.0% | $2,203+35.2% |
| Participant deferral / active EE | $4,665 | $3,143+48.4% | $4,320+8.0% | $3,192+46.2% |
| Admin fee / account holder | $7,583 | $4,265+77.8% | $6,269+21.0% | $4,297+76.5% |