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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 | $173,989 | $69,518+150.3% | $59,883+190.5% | $135,377+28.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.70% | 7.95%-13.6pp | 3.46%-9.2pp | 519.75%-525.5pp |
| Employer contribution / active EE | $15,926 | $3,235+392.4% | $2,722+485.1% | $4,779+233.3% |
| Participant deferral / active EE | $5,309 | $4,204+26.3% | $3,402+56.1% | $5,609-5.3% |
| Admin fee / account holder | $806 | $5,734-85.9% | $3,591-77.6% | $10,828-92.6% |