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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 | $168,937 | $73,863+128.7% | $143,797+17.5% | $68,490+146.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.93% | 0.91%-12.8pp | -0.04%-11.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $8,312 | $3,185+161.0% | $4,952+67.8% | $2,597+220.1% |
| Participant deferral / active EE | $5,341 | $3,385+57.8% | $5,638-5.3% | $4,028+32.6% |
| Admin fee / account holder | $2,162 | $5,756-62.4% | $14,679-85.3% | $5,403-60.0% |