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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 | $117,239 | $65,704+78.4% | $94,229+24.4% | $59,633+96.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.26% | 5.22%-5.5pp | 10.68%-10.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $7,611 | $2,021+276.6% | $3,587+112.2% | $2,203+245.5% |
| Participant deferral / active EE | $5,165 | $3,143+64.3% | $4,320+19.6% | $3,192+61.8% |
| Admin fee / account holder | $90,200 | $4,265+2015.1% | $6,269+1338.7% | $4,297+1999.2% |