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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 | $135,871 | $69,518+95.4% | $59,883+126.9% | $135,382+0.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.23% | 7.95%-10.2pp | 3.46%-5.7pp | 519.77%-522.0pp |
| Employer contribution / active EE | $4,622 | $3,235+42.9% | $2,722+69.8% | $4,779-3.3% |
| Participant deferral / active EE | $2,037 | $4,204-51.6% | $3,402-40.1% | $5,609-63.7% |
| Admin fee / account holder | $4,996 | $5,734-12.9% | $3,591+39.1% | $10,829-53.9% |