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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 | $185,778 | $73,863+151.5% | $143,797+29.2% | $68,490+171.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.88% | 0.91%-13.8pp | -0.04%-12.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $5,576 | $3,185+75.1% | $4,952+12.6% | $2,597+114.8% |
| Participant deferral / active EE | $4,736 | $3,385+39.9% | $5,638-16.0% | $4,028+17.6% |
| Admin fee / account holder | $61,940 | $5,756+976.1% | $14,679+322.0% | $5,403+1046.4% |