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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 | $179,806 | $140,578+27.9% | $100,671+78.6% | $125,389+43.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.52% | 24.67%-27.2pp | 20.43%-22.9pp | 282.24%-284.8pp |
| Employer contribution / active EE | $20,502 | $5,965+243.7% | $4,012+411.0% | $4,866+321.3% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $517 | $6,716-92.3% | $4,850-89.3% | $9,541-94.6% |