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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 | $152,042 | $82,324+84.7% | $68,803+121.0% | $134,545+13.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -6.61% | -2.17%-4.4pp | -6.37%-0.2pp | 418.37%-425.0pp |
| Employer contribution / active EE | $3,317 | $3,302+0.5% | $2,656+24.9% | $4,742-30.0% |
| Participant deferral / active EE | $5,847 | $4,740+23.4% | $3,942+48.3% | $6,401-8.7% |
| Admin fee / account holder | $18,370 | $6,485+183.3% | $4,936+272.2% | $11,431+60.7% |