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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 | $212,163 | $73,863+187.2% | $143,797+47.5% | $68,490+209.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.07% | 0.91%-15.0pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $4,775 | $3,185+49.9% | $4,952-3.6% | $2,597+83.9% |
| Participant deferral / active EE | $4,191 | $3,385+23.8% | $5,638-25.7% | $4,028+4.1% |
| Admin fee / account holder | $7,484 | $5,756+30.0% | $14,679-49.0% | $5,403+38.5% |