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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 | $206,052 | $73,848+179.0% | $143,799+43.3% | $68,486+200.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.44% | 0.91%-12.3pp | -0.04%-11.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $3,417 | $3,184+7.3% | $4,952-31.0% | $2,597+31.6% |
| Participant deferral / active EE | $4,117 | $3,385+21.6% | $5,638-27.0% | $4,028+2.2% |
| Admin fee / account holder | $6,176 | $5,755+7.3% | $14,677-57.9% | $5,404+14.3% |