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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 | $126,172 | $47,977+163.0% | $154,108-18.1% | $56,289+124.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.60% | 3.54%-9.1pp | 735.21%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $7,156 | $2,169+230.0% | $5,298+35.1% | $2,111+239.0% |
| Participant deferral / active EE | $4,230 | $2,392+76.9% | $5,081-16.7% | $3,350+26.3% |
| Admin fee / account holder | $5,611 | $438+1180.3% | $13,411-58.2% | $521+977.0% |