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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 | $171,887 | $86,701+98.3% | $73,309+134.5% | $125,389+37.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.01% | 2.78%-4.8pp | 5.67%-7.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $34,210 | $4,152+723.9% | $3,237+956.8% | $4,866+603.0% |
| Participant deferral / active EE | $42,896 | $5,549+673.0% | $4,991+759.5% | $5,352+701.6% |
| Admin fee / account holder | $3,831 | $7,768-50.7% | $5,635-32.0% | $9,541-59.8% |