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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 | $176,761 | $42,383+317.1% | $76,518+131.0% | $64,173+175.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.78% | -16.54%+10.8pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $7,754 | $1,563+396.0% | $2,647+192.9% | $2,381+225.7% |
| Participant deferral / active EE | $12,054 | $2,566+369.7% | $3,836+214.2% | $3,470+247.4% |
| Admin fee / account holder | $4,005 | $3,198+25.2% | $4,849-17.4% | $4,887-18.1% |