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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 | $208,859 | $73,848+182.8% | $143,799+45.2% | $68,486+205.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.20% | 0.91%-20.1pp | -0.04%-19.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $6,947 | $3,184+118.2% | $4,952+40.3% | $2,597+167.5% |
| Participant deferral / active EE | $6,239 | $3,385+84.3% | $5,638+10.6% | $4,028+54.9% |
| Admin fee / account holder | $5,621 | $5,755-2.3% | $14,677-61.7% | $5,404+4.0% |