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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 | $177,577 | $73,863+140.4% | $143,797+23.5% | $68,490+159.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.35% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $9,180 | $3,185+188.2% | $4,952+85.4% | $2,597+253.5% |
| Participant deferral / active EE | $4,982 | $3,385+47.2% | $5,638-11.6% | $4,028+23.7% |
| Admin fee / account holder | $7,736 | $5,756+34.4% | $14,679-47.3% | $5,403+43.2% |