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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 | $180,820 | $73,863+144.8% | $143,797+25.7% | $68,490+164.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.87% | 0.91%-17.8pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $5,977 | $3,185+87.7% | $4,952+20.7% | $2,597+130.2% |
| Participant deferral / active EE | $6,051 | $3,385+78.8% | $5,638+7.3% | $4,028+50.2% |
| Admin fee / account holder | $5,755 | $5,7560% | $14,679-60.8% | $5,403+6.5% |