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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 | $156,789 | $73,863+112.3% | $143,797+9.0% | $68,490+128.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.78% | 0.91%-13.7pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $5,941 | $3,185+86.6% | $4,952+20.0% | $2,597+128.8% |
| Participant deferral / active EE | $4,959 | $3,385+46.5% | $5,638-12.1% | $4,028+23.1% |
| Admin fee / account holder | $1,378 | $5,756-76.1% | $14,679-90.6% | $5,403-74.5% |