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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 | $224,887 | $97,020+131.8% | $83,327+169.9% | $135,380+66.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.99% | 12.31%-18.3pp | 10.64%-16.6pp | 519.81%-525.8pp |
| Employer contribution / active EE | $8,439 | $4,144+103.7% | $3,379+149.8% | $4,779+76.6% |
| Participant deferral / active EE | $10,351 | $5,964+73.5% | $5,565+86.0% | $5,609+84.5% |
| Admin fee / account holder | $1,576 | $8,426-81.3% | $7,540-79.1% | $10,828-85.4% |