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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 | $230,139 | $91,911+150.4% | $68,612+235.4% | $135,380+70.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.20% | -8.22%+3.0pp | -4.63%-0.6pp | 519.81%-525.0pp |
| Employer contribution / active EE | $3,948 | $3,924+0.6% | $2,625+50.4% | $4,779-17.4% |
| Participant deferral / active EE | $6,857 | $4,315+58.9% | $3,311+107.1% | $5,609+22.2% |
| Admin fee / account holder | $749 | $9,240-91.9% | $5,131-85.4% | $10,828-93.1% |