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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 | $235,120 | $73,839+218.4% | $143,788+63.5% | $68,495+243.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.70% | 1.01%-17.7pp | -0.03%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $8,667 | $3,184+172.2% | $4,952+75.0% | $2,596+233.8% |
| Participant deferral / active EE | $3,384 | $3,3840% | $5,638-40.0% | $4,028-16.0% |
| Admin fee / account holder | $4,957 | $5,755-13.9% | $14,675-66.2% | $5,403-8.3% |