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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 | $153,759 | $73,848+108.2% | $143,799+6.9% | $68,486+124.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.24% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $3,715 | $3,184+16.7% | $4,952-25.0% | $2,597+43.1% |
| Participant deferral / active EE | $6,414 | $3,385+89.5% | $5,638+13.7% | $4,028+59.2% |
| Admin fee / account holder | $775 | $5,755-86.5% | $14,677-94.7% | $5,404-85.7% |