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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 | $162,647 | $50,958+219.2% | $74,552+118.2% | $64,181+153.4% |
| Participation rate | 78.4% | 61.1%+17.3pp | 69.1%+9.2pp | 69.6%+8.8pp |
| Annual return | -2.00% | -1.86%-0.1pp | 32.53%-34.5pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,969 | $1,115+76.6% | $1,961+0.4% | $2,381-17.3% |
| Participant deferral / active EE | $5,202 | $2,301+126.0% | $3,108+67.4% | $3,470+49.9% |
| Admin fee / account holder | $245,697 | $4,223+5718.4% | $5,060+4756.1% | $4,887+4927.3% |