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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 | $210,744 | $92,219+128.5% | $76,767+174.5% | $135,380+55.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.53% | 5.46%-11.0pp | 2.43%-8.0pp | 519.81%-525.3pp |
| Employer contribution / active EE | $4,709 | $3,216+46.4% | $2,485+89.5% | $4,779-1.5% |
| Participant deferral / active EE | $7,481 | $4,508+65.9% | $3,852+94.2% | $5,609+33.4% |
| Admin fee / account holder | $1,318 | $10,749-87.7% | $6,675-80.3% | $10,828-87.8% |