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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 | $233,090 | $99,032+135.4% | $80,022+191.3% | $135,379+72.2% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | -1.30% | 15.39%-16.7pp | 11.22%-12.5pp | 519.79%-521.1pp |
| Employer contribution / active EE | $8,643 | $3,043+184.0% | $2,468+250.2% | $4,779+80.8% |
| Participant deferral / active EE | $5,161 | $4,282+20.5% | $3,686+40.0% | $5,609-8.0% |
| Admin fee / account holder | $860 | $10,436-91.8% | $6,521-86.8% | $10,828-92.1% |