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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 | $165,014 | $84,518+95.2% | $67,704+143.7% | $125,389+31.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.95% | 2.57%-4.5pp | 25.41%-27.4pp | 282.24%-284.2pp |
| Employer contribution / active EE | $12,696 | $3,292+285.6% | $2,559+396.1% | $4,866+160.9% |
| Participant deferral / active EE | $9,683 | $4,430+118.6% | $3,585+170.1% | $5,352+80.9% |
| Admin fee / account holder | $9,221 | $5,340+72.7% | $4,255+116.7% | $9,541-3.4% |