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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 | $169,219 | $59,813+182.9% | $79,580+112.6% | $68,486+147.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.19% | -12.30%-0.9pp | 0.15%-13.3pp | -7.85%-5.3pp |
| Employer contribution / active EE | $5,029 | $1,505+234.1% | $2,413+108.4% | $2,597+93.7% |
| Participant deferral / active EE | $4,157 | $3,024+37.4% | $3,985+4.3% | $4,028+3.2% |
| Admin fee / account holder | $52,004 | $4,835+975.6% | $6,835+660.8% | $5,404+862.4% |