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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 | $180,080 | $78,694+128.8% | $67,653+166.2% | $125,388+43.6% |
| Participation rate | 95.7% | 78.8%+16.8pp | 75.7%+20.0pp | 83.2%+12.5pp |
| Annual return | -2.44% | 9.46%-11.9pp | 6625.22%-6627.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $3,292 | $3,044+8.2% | $2,266+45.3% | $4,866-32.3% |
| Participant deferral / active EE | $4,114 | $4,292-4.1% | $3,560+15.6% | $5,352-23.1% |
| Admin fee / account holder | $635 | $7,403-91.4% | $4,821-86.8% | $9,541-93.3% |