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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 | $134,312 | $72,177+86.1% | $115,038+16.8% | $59,633+125.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.41% | 12.02%-13.4pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $7,050 | $2,841+148.1% | $4,608+53.0% | $2,203+220.1% |
| Participant deferral / active EE | $6,909 | $4,783+44.4% | $6,026+14.6% | $3,192+116.5% |
| Admin fee / account holder | $3,305 | $4,927-32.9% | $8,175-59.6% | $4,297-23.1% |