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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 | $207,970 | $73,863+181.6% | $143,797+44.6% | $68,490+203.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.34% | 0.91%-13.3pp | -0.04%-12.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,392 | $3,185-24.9% | $4,952-51.7% | $2,597-7.9% |
| Participant deferral / active EE | $4,598 | $3,385+35.8% | $5,638-18.5% | $4,028+14.1% |
| Admin fee / account holder | $7,872 | $5,756+36.8% | $14,679-46.4% | $5,403+45.7% |