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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 | $178,921 | $48,050+272.4% | $85,969+108.1% | $59,633+200.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -0.54% | 0.29%-0.8pp | 9.32%-9.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $8,324 | $1,640+407.7% | $3,474+139.6% | $2,203+277.9% |
| Participant deferral / active EE | $7,043 | $2,249+213.1% | $3,829+83.9% | $3,192+120.7% |
| Admin fee / account holder | $6,995 | $3,206+118.2% | $6,053+15.6% | $4,297+62.8% |