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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 | $118,846 | $82,032+44.9% | $123,106-3.5% | $59,633+99.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.26% | 5.12%-6.4pp | 13.22%-14.5pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $5,251 | $3,297+59.3% | $5,151+1.9% | $2,203+138.4% |
| Participant deferral / active EE | $10,723 | $4,667+129.8% | $6,229+72.1% | $3,192+236.0% |
| Admin fee / account holder | $18,651 | $5,881+217.2% | $9,015+106.9% | $4,297+334.0% |