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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 | $166,222 | $73,863+125.0% | $143,797+15.6% | $68,490+142.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.09% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $14,350 | $3,185+350.6% | $4,952+189.8% | $2,597+452.6% |
| Participant deferral / active EE | $7,007 | $3,385+107.0% | $5,638+24.3% | $4,028+74.0% |
| Admin fee / account holder | $3,249 | $5,756-43.5% | $14,679-77.9% | $5,403-39.9% |