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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 | $218,088 | $73,863+195.3% | $143,797+51.7% | $68,490+218.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.09% | 0.91%-20.0pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,175 | $3,185-31.7% | $4,952-56.1% | $2,597-16.2% |
| Participant deferral / active EE | $4,015 | $3,385+18.6% | $5,638-28.8% | $4,028-0.3% |
| Admin fee / account holder | $8,109 | $5,756+40.9% | $14,679-44.8% | $5,403+50.1% |