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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 | $155,729 | $73,839+110.9% | $143,788+8.3% | $68,495+127.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.38% | 1.01%-16.4pp | -0.03%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,403 | $3,184-24.5% | $4,952-51.5% | $2,596-7.4% |
| Participant deferral / active EE | $6,627 | $3,384+95.8% | $5,638+17.5% | $4,028+64.6% |
| Admin fee / account holder | $1,524 | $5,755-73.5% | $14,675-89.6% | $5,403-71.8% |