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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 | $180,861 | $73,863+144.9% | $143,797+25.8% | $68,490+164.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.31% | 0.91%-17.2pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $6,512 | $3,185+104.5% | $4,952+31.5% | $2,597+150.8% |
| Participant deferral / active EE | $7,205 | $3,385+112.9% | $5,638+27.8% | $4,028+78.9% |
| Admin fee / account holder | $694 | $5,756-87.9% | $14,679-95.3% | $5,403-87.2% |