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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 | $179,342 | $73,863+142.8% | $143,797+24.7% | $68,490+161.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.65% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $7,342 | $3,185+130.5% | $4,952+48.3% | $2,597+182.8% |
| Participant deferral / active EE | $3,742 | $3,385+10.5% | $5,638-33.6% | $4,028-7.1% |
| Admin fee / account holder | $667 | $5,756-88.4% | $14,679-95.5% | $5,403-87.7% |