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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 | $193,551 | $84,518+129.0% | $67,704+185.9% | $125,389+54.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.69% | 2.57%-4.3pp | 25.41%-27.1pp | 282.24%-283.9pp |
| Employer contribution / active EE | $5,055 | $3,292+53.5% | $2,559+97.5% | $4,866+3.9% |
| Participant deferral / active EE | $11,404 | $4,430+157.4% | $3,585+218.1% | $5,352+113.1% |
| Admin fee / account holder | $1,498 | $5,340-71.9% | $4,255-64.8% | $9,541-84.3% |