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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 | $158,935 | $73,863+115.2% | $143,797+10.5% | $68,490+132.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.33% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $6,875 | $3,185+115.9% | $4,952+38.8% | $2,597+164.7% |
| Participant deferral / active EE | $5,873 | $3,385+73.5% | $5,638+4.2% | $4,028+45.8% |
| Admin fee / account holder | $2,529 | $5,756-56.1% | $14,679-82.8% | $5,403-53.2% |