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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 | $179,755 | $92,219+94.9% | $76,767+134.2% | $135,380+32.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.28% | 5.46%-10.7pp | 2.43%-7.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $8,492 | $3,216+164.1% | $2,485+241.7% | $4,779+77.7% |
| Participant deferral / active EE | $4,240 | $4,508-5.9% | $3,852+10.1% | $5,609-24.4% |
| Admin fee / account holder | $3,010 | $10,749-72.0% | $6,675-54.9% | $10,828-72.2% |