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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 | $165,869 | $73,839+124.6% | $143,788+15.4% | $68,495+142.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.16% | 1.01%-16.2pp | -0.03%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $6,349 | $3,184+99.4% | $4,952+28.2% | $2,596+144.5% |
| Participant deferral / active EE | $5,918 | $3,384+74.9% | $5,638+5.0% | $4,028+46.9% |
| Admin fee / account holder | $25,842 | $5,755+349.1% | $14,675+76.1% | $5,403+378.3% |