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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 | $165,169 | $73,863+123.6% | $143,797+14.9% | $68,490+141.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.34% | 0.91%-16.3pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $6,458 | $3,185+102.8% | $4,952+30.4% | $2,597+148.7% |
| Participant deferral / active EE | $7,540 | $3,385+122.8% | $5,638+33.7% | $4,028+87.2% |
| Admin fee / account holder | $4,103 | $5,756-28.7% | $14,679-72.0% | $5,403-24.1% |