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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 | $202,647 | $92,219+119.7% | $76,768+164.0% | $135,379+49.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.29% | 5.46%-5.8pp | 2.43%-2.7pp | 519.79%-520.1pp |
| Employer contribution / active EE | $12,175 | $3,216+278.6% | $2,485+389.9% | $4,779+154.8% |
| Participant deferral / active EE | $12,249 | $4,508+171.7% | $3,852+218.0% | $5,609+118.4% |
| Admin fee / account holder | $6,402 | $10,749-40.4% | $6,675-4.1% | $10,828-40.9% |