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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 | $143,365 | $73,863+94.1% | $143,797-0.3% | $68,490+109.3% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -17.03% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $600 | $3,185-81.2% | $4,952-87.9% | $2,597-76.9% |
| Participant deferral / active EE | $7,085 | $3,385+109.3% | $5,638+25.7% | $4,028+75.9% |
| Admin fee / account holder | $6,142 | $5,756+6.7% | $14,679-58.2% | $5,403+13.7% |