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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 | $190,019 | $95,188+99.6% | $76,518+148.3% | $135,380+40.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -1.56% | 4.85%-6.4pp | -0.27%-1.3pp | 519.81%-521.4pp |
| Employer contribution / active EE | $6,147 | $3,303+86.1% | $2,647+132.2% | $4,779+28.6% |
| Participant deferral / active EE | $5,703 | $4,640+22.9% | $3,836+48.7% | $5,609+1.7% |
| Admin fee / account holder | $4,338 | $6,249-30.6% | $4,849-10.5% | $10,828-59.9% |