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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 | $140,921 | $92,219+52.8% | $76,767+83.6% | $135,380+4.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.52% | 5.46%-11.0pp | 2.43%-8.0pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,374 | $3,216-57.3% | $2,485-44.7% | $4,779-71.2% |
| Participant deferral / active EE | $5,828 | $4,508+29.3% | $3,852+51.3% | $5,609+3.9% |
| Admin fee / account holder | $22,807 | $10,749+112.2% | $6,675+241.7% | $10,828+110.6% |