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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 | $182,730 | $69,541+162.8% | $59,899+205.1% | $135,380+35.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.39% | 7.95%-12.3pp | 3.46%-7.9pp | 519.81%-524.2pp |
| Employer contribution / active EE | $7,673 | $3,236+137.1% | $2,723+181.8% | $4,779+60.6% |
| Participant deferral / active EE | $11,307 | $4,206+168.9% | $3,402+232.3% | $5,609+101.6% |
| Admin fee / account holder | $1,691 | $5,737-70.5% | $3,592-52.9% | $10,828-84.4% |