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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 | $167,661 | $73,848+127.0% | $143,799+16.6% | $68,486+144.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.83% | 0.91%-17.7pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $7,244 | $3,184+127.5% | $4,952+46.3% | $2,597+179.0% |
| Participant deferral / active EE | $5,710 | $3,385+68.7% | $5,638+1.3% | $4,028+41.8% |
| Admin fee / account holder | $427 | $5,755-92.6% | $14,677-97.1% | $5,404-92.1% |