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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 | $167,114 | $73,839+126.3% | $143,788+16.2% | $68,495+144.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.78% | 1.01%-11.8pp | -0.03%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,417 | $3,184-24.1% | $4,952-51.2% | $2,596-6.9% |
| Participant deferral / active EE | $4,528 | $3,384+33.8% | $5,638-19.7% | $4,028+12.4% |
| Admin fee / account holder | $671 | $5,755-88.3% | $14,675-95.4% | $5,403-87.6% |