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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 | $160,820 | $92,219+74.4% | $76,767+109.5% | $135,380+18.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.27% | 5.46%-10.7pp | 2.43%-7.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,761 | $3,216-45.2% | $2,485-29.2% | $4,779-63.2% |
| Participant deferral / active EE | $4,463 | $4,508-1.0% | $3,852+15.9% | $5,609-20.4% |
| Admin fee / account holder | $544 | $10,749-94.9% | $6,675-91.9% | $10,828-95.0% |