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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 | $73,867+144.8% | $143,770+25.8% | $68,498+164.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.31% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $6,512 | $3,184+104.5% | $4,951+31.5% | $2,596+150.8% |
| Participant deferral / active EE | $7,205 | $3,384+112.9% | $5,638+27.8% | $4,027+78.9% |
| Admin fee / account holder | $694 | $5,755-87.9% | $14,673-95.3% | $5,403-87.2% |