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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 | $160,012 | $73,863+116.6% | $143,797+11.3% | $68,490+133.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.46% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $4,468 | $3,185+40.3% | $4,952-9.8% | $2,597+72.1% |
| Participant deferral / active EE | $8,581 | $3,385+153.5% | $5,638+52.2% | $4,028+113.0% |
| Admin fee / account holder | $9,298 | $5,756+61.5% | $14,679-36.7% | $5,403+72.1% |