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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 | $158,152 | $94,529+67.3% | $140,019+13.0% | $64,173+146.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.41% | 7.77%-11.2pp | 651.17%-654.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,728 | $3,812+24.0% | $5,605-15.6% | $2,381+98.6% |
| Participant deferral / active EE | $5,484 | $5,250+4.5% | $6,927-20.8% | $3,470+58.1% |
| Admin fee / account holder | $1,040 | $6,741-84.6% | $10,705-90.3% | $4,887-78.7% |