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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 | $153,034 | $92,219+65.9% | $76,767+99.3% | $135,380+13.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.99% | 5.46%-9.5pp | 2.43%-6.4pp | 519.81%-523.8pp |
| Employer contribution / active EE | $11,434 | $3,216+255.5% | $2,485+360.1% | $4,779+139.3% |
| Participant deferral / active EE | $6,939 | $4,508+53.9% | $3,852+80.2% | $5,609+23.7% |
| Admin fee / account holder | $25,932 | $10,749+141.3% | $6,675+288.5% | $10,828+139.5% |