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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 | $203,694 | $92,219+120.9% | $76,767+165.3% | $135,380+50.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.85% | 5.46%-11.3pp | 2.43%-8.3pp | 519.81%-525.7pp |
| Employer contribution / active EE | $10,284 | $3,216+219.8% | $2,485+313.8% | $4,779+115.2% |
| Participant deferral / active EE | $2,263 | $4,508-49.8% | $3,852-41.2% | $5,609-59.6% |
| Admin fee / account holder | $45,401 | $10,749+322.4% | $6,675+580.1% | $10,828+319.3% |