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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 | $156,271 | $73,848+111.6% | $143,799+8.7% | $68,486+128.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.97% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $4,903 | $3,184+54.0% | $4,952-1.0% | $2,597+88.8% |
| Participant deferral / active EE | $5,224 | $3,385+54.4% | $5,638-7.3% | $4,028+29.7% |
| Admin fee / account holder | $2,247 | $5,755-61.0% | $14,677-84.7% | $5,404-58.4% |