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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 | $231,586 | $92,219+151.1% | $76,768+201.7% | $135,379+71.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.13% | 5.46%-6.6pp | 2.43%-3.6pp | 519.79%-520.9pp |
| Employer contribution / active EE | $17,922 | $3,216+457.3% | $2,485+621.1% | $4,779+275.0% |
| Participant deferral / active EE | $5,408 | $4,508+19.9% | $3,852+40.4% | $5,609-3.6% |
| Admin fee / account holder | $72,282 | $10,749+572.5% | $6,675+982.9% | $10,828+567.6% |