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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 | $186,830 | $99,032+88.7% | $80,022+133.5% | $135,379+38.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.95% | 15.39%-21.3pp | 11.22%-17.2pp | 519.79%-525.7pp |
| Employer contribution / active EE | $2,387 | $3,043-21.6% | $2,468-3.3% | $4,779-50.1% |
| Participant deferral / active EE | $6,550 | $4,282+53.0% | $3,686+77.7% | $5,609+16.8% |
| Admin fee / account holder | $15,122 | $10,436+44.9% | $6,521+131.9% | $10,828+39.7% |