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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 | $195,238 | $92,219+111.7% | $76,767+154.3% | $135,380+44.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.98% | 5.46%-7.4pp | 2.43%-4.4pp | 519.81%-521.8pp |
| Employer contribution / active EE | $4,383 | $3,216+36.3% | $2,485+76.4% | $4,779-8.3% |
| Participant deferral / active EE | $5,088 | $4,508+12.9% | $3,852+32.1% | $5,609-9.3% |
| Admin fee / account holder | $3,397 | $10,749-68.4% | $6,675-49.1% | $10,828-68.6% |