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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 | $159,958 | $73,863+116.6% | $143,797+11.2% | $68,490+133.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.40% | 0.91%-14.3pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $3,650 | $3,185+14.6% | $4,952-26.3% | $2,597+40.6% |
| Participant deferral / active EE | $2,250 | $3,385-33.5% | $5,638-60.1% | $4,028-44.1% |
| Admin fee / account holder | $3,541 | $5,756-38.5% | $14,679-75.9% | $5,403-34.5% |