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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 | $228,660 | $92,219+148.0% | $76,768+197.9% | $135,379+68.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.25% | 5.46%-10.7pp | 2.43%-7.7pp | 519.79%-525.0pp |
| Employer contribution / active EE | $5,129 | $3,216+59.5% | $2,485+106.4% | $4,779+7.3% |
| Participant deferral / active EE | $10,520 | $4,508+133.3% | $3,852+173.1% | $5,609+87.6% |
| Admin fee / account holder | $33,443 | $10,749+211.1% | $6,675+401.0% | $10,828+208.9% |