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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 | $149,079 | $72,177+106.5% | $115,038+29.6% | $59,633+150.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.49% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,802 | $2,841+33.8% | $4,608-17.5% | $2,203+72.6% |
| Participant deferral / active EE | $9,469 | $4,783+98.0% | $6,026+57.1% | $3,192+196.7% |
| Admin fee / account holder | $856 | $4,927-82.6% | $8,175-89.5% | $4,297-80.1% |