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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 | $155,941 | $73,848+111.2% | $143,799+8.4% | $68,486+127.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.16% | 0.91%-20.1pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $6,469 | $3,184+103.1% | $4,952+30.6% | $2,597+149.1% |
| Participant deferral / active EE | $5,282 | $3,385+56.0% | $5,638-6.3% | $4,028+31.1% |
| Admin fee / account holder | $3,328 | $5,755-42.2% | $14,677-77.3% | $5,404-38.4% |