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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 | $180,942 | $73,863+145.0% | $143,797+25.8% | $68,490+164.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.46% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $5,353 | $3,185+68.1% | $4,952+8.1% | $2,597+106.1% |
| Participant deferral / active EE | $6,540 | $3,385+93.2% | $5,638+16.0% | $4,028+62.4% |
| Admin fee / account holder | $40,893 | $5,756+610.5% | $14,679+178.6% | $5,403+656.9% |