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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 | $245,194 | $64,729+278.8% | $112,263+118.4% | $68,490+258.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.65% | -11.40%-2.3pp | 27.49%-41.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,406 | $2,746-12.4% | $3,636-33.8% | $2,597-7.3% |
| Participant deferral / active EE | $6,136 | $3,566+72.1% | $4,729+29.7% | $4,028+52.3% |
| Admin fee / account holder | $34,041 | $5,222+551.9% | $6,410+431.0% | $5,403+530.0% |