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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 | $149,714 | $99,032+51.2% | $80,022+87.1% | $135,380+10.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.74% | 15.39%-21.1pp | 11.22%-17.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $6,512 | $3,043+114.0% | $2,468+163.9% | $4,779+36.3% |
| Participant deferral / active EE | $5,885 | $4,282+37.4% | $3,686+59.7% | $5,609+4.9% |
| Admin fee / account holder | $686 | $10,436-93.4% | $6,521-89.5% | $10,828-93.7% |