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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 | $197,771 | $99,032+99.7% | $80,022+147.1% | $135,379+46.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.07% | 15.39%-19.5pp | 11.22%-15.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $2,712 | $3,043-10.9% | $2,468+9.9% | $4,779-43.2% |
| Participant deferral / active EE | $3,698 | $4,282-13.6% | $3,686+0.3% | $5,609-34.1% |
| Admin fee / account holder | $20,725 | $10,436+98.6% | $6,521+217.8% | $10,828+91.4% |