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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 | $217,104 | $99,032+119.2% | $80,022+171.3% | $135,382+60.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.87% | 15.39%-22.3pp | 11.22%-18.1pp | 519.77%-526.6pp |
| Employer contribution / active EE | $1,927 | $3,043-36.7% | $2,468-21.9% | $4,779-59.7% |
| Participant deferral / active EE | $4,875 | $4,282+13.9% | $3,686+32.3% | $5,609-13.1% |
| Admin fee / account holder | $16,166 | $10,436+54.9% | $6,521+147.9% | $10,829+49.3% |