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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 | $199,771 | $84,518+136.4% | $67,704+195.1% | $125,389+59.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.09% | 2.57%-3.7pp | 25.41%-26.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $10,281 | $3,292+212.3% | $2,559+301.7% | $4,866+111.3% |
| Participant deferral / active EE | $10,206 | $4,430+130.4% | $3,585+184.7% | $5,352+90.7% |
| Admin fee / account holder | $822 | $5,340-84.6% | $4,255-80.7% | $9,541-91.4% |