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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 | $190,867 | $52,678+262.3% | $75,784+151.9% | $59,633+220.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.31% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $717 | $2,193-67.3% | $3,323-78.4% | $2,203-67.4% |
| Participant deferral / active EE | $7,266 | $2,591+180.5% | $3,652+99.0% | $3,192+127.7% |
| Admin fee / account holder | $15,659 | $3,610+333.8% | $5,300+195.5% | $4,297+264.4% |