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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 | $167,502 | $73,848+126.8% | $143,799+16.5% | $68,486+144.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.54% | 0.91%-13.4pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $9,603 | $3,184+201.6% | $4,952+93.9% | $2,597+269.8% |
| Participant deferral / active EE | $5,650 | $3,385+66.9% | $5,638+0.2% | $4,028+40.3% |
| Admin fee / account holder | $12,980 | $5,755+125.5% | $14,677-11.6% | $5,404+140.2% |