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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 | $163,913 | $73,863+121.9% | $143,797+14.0% | $68,490+139.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.95% | 0.91%-14.9pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,401 | $3,185-24.6% | $4,952-51.5% | $2,597-7.5% |
| Participant deferral / active EE | $5,237 | $3,385+54.7% | $5,638-7.1% | $4,028+30.0% |
| Admin fee / account holder | $3,185 | $5,756-44.7% | $14,679-78.3% | $5,403-41.0% |