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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 | $204,182 | $92,219+121.4% | $76,767+166.0% | $135,380+50.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.19% | 5.46%-10.6pp | 2.43%-7.6pp | 519.81%-525.0pp |
| Employer contribution / active EE | $10,064 | $3,216+212.9% | $2,485+304.9% | $4,779+110.6% |
| Participant deferral / active EE | $9,537 | $4,508+111.5% | $3,852+147.6% | $5,609+70.0% |
| Admin fee / account holder | $2,585 | $10,749-75.9% | $6,675-61.3% | $10,828-76.1% |