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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 | $166,144 | $73,848+125.0% | $143,799+15.5% | $68,486+142.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.69% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $6,990 | $3,184+119.5% | $4,952+41.2% | $2,597+169.2% |
| Participant deferral / active EE | $6,216 | $3,385+83.6% | $5,638+10.2% | $4,028+54.3% |
| Admin fee / account holder | $3,436 | $5,755-40.3% | $14,677-76.6% | $5,404-36.4% |