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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 | $186,292 | $46,697+298.9% | $117,533+58.5% | $68,486+172.0% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -10.73% | -14.52%+3.8pp | 29.77%-40.5pp | -7.85%-2.9pp |
| Employer contribution / active EE | $2,164 | $1,506+43.8% | $4,179-48.2% | $2,597-16.6% |
| Participant deferral / active EE | $4,578 | $2,637+73.6% | $4,072+12.4% | $4,028+13.7% |
| Admin fee / account holder | $1,137 | $4,023-71.7% | $5,647-79.9% | $5,404-79.0% |