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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 | $216,852 | $92,219+135.1% | $76,767+182.5% | $135,380+60.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.28% | 5.46%-10.7pp | 2.43%-7.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $5,231 | $3,216+62.7% | $2,485+110.5% | $4,779+9.5% |
| Participant deferral / active EE | $4,148 | $4,508-8.0% | $3,852+7.7% | $5,609-26.1% |
| Admin fee / account holder | $827 | $10,749-92.3% | $6,675-87.6% | $10,828-92.4% |