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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 | $95,148 | $72,177+31.8% | $115,038-17.3% | $59,633+59.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.49% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $8,294 | $2,841+191.9% | $4,608+80.0% | $2,203+276.5% |
| Participant deferral / active EE | $9,049 | $4,783+89.2% | $6,026+50.2% | $3,192+183.5% |
| Admin fee / account holder | $11,524 | $4,927+133.9% | $8,175+41.0% | $4,297+168.2% |