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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 | $174,688 | $59,819+192.0% | $79,583+119.5% | $68,490+155.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -8.98% | -12.30%+3.3pp | 0.16%-9.1pp | -7.85%-1.1pp |
| Employer contribution / active EE | $6,810 | $1,505+352.4% | $2,414+182.2% | $2,597+162.3% |
| Participant deferral / active EE | $4,189 | $3,025+38.5% | $3,986+5.1% | $4,028+4.0% |
| Admin fee / account holder | $35,959 | $4,835+643.7% | $6,835+426.1% | $5,403+565.5% |