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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 | $146,835 | $92,219+59.2% | $76,768+91.3% | $135,379+8.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.65% | 5.46%-13.1pp | 2.43%-10.1pp | 519.79%-527.4pp |
| Employer contribution / active EE | $3,085 | $3,216-4.1% | $2,485+24.1% | $4,779-35.4% |
| Participant deferral / active EE | $11,290 | $4,508+150.4% | $3,852+193.1% | $5,609+101.3% |
| Admin fee / account holder | $1,499 | $10,749-86.1% | $6,675-77.5% | $10,828-86.2% |