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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 | $165,848 | $73,863+124.5% | $143,797+15.3% | $68,490+142.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.96% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $5,687 | $3,185+78.6% | $4,952+14.8% | $2,597+119.0% |
| Participant deferral / active EE | $5,227 | $3,385+54.4% | $5,638-7.3% | $4,028+29.8% |
| Admin fee / account holder | $8,647 | $5,756+50.2% | $14,679-41.1% | $5,403+60.0% |