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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 | $165,572 | $71,873+130.4% | $86,698+91.0% | $68,490+141.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.43% | 3.54%-19.0pp | 35.96%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $5,412 | $2,173+149.0% | $2,837+90.8% | $2,597+108.4% |
| Participant deferral / active EE | $4,852 | $3,779+28.4% | $4,656+4.2% | $4,028+20.5% |
| Admin fee / account holder | $2,484 | $6,110-59.3% | $7,492-66.8% | $5,403-54.0% |