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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 | $140,117 | $92,219+51.9% | $76,768+82.5% | $135,379+3.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.05% | 5.46%-10.5pp | 2.43%-7.5pp | 519.79%-524.8pp |
| Employer contribution / active EE | $12,291 | $3,216+282.2% | $2,485+394.6% | $4,779+157.2% |
| Participant deferral / active EE | $9,338 | $4,508+107.1% | $3,852+142.4% | $5,609+66.5% |
| Admin fee / account holder | $17,470 | $10,749+62.5% | $6,675+161.7% | $10,828+61.3% |