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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 | $182,554 | $72,177+152.9% | $115,038+58.7% | $59,633+206.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.06% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $7,642 | $2,841+169.0% | $4,608+65.9% | $2,203+247.0% |
| Participant deferral / active EE | $7,732 | $4,783+61.7% | $6,026+28.3% | $3,192+142.3% |
| Admin fee / account holder | $3,828 | $4,927-22.3% | $8,175-53.2% | $4,297-10.9% |