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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 | $188,425 | $99,032+90.3% | $80,022+135.5% | $135,380+39.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.12% | 15.39%-19.5pp | 11.22%-15.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $3,873 | $3,043+27.3% | $2,468+56.9% | $4,779-19.0% |
| Participant deferral / active EE | $1,591 | $4,282-62.8% | $3,686-56.8% | $5,609-71.6% |
| Admin fee / account holder | $8,264 | $10,436-20.8% | $6,521+26.7% | $10,828-23.7% |