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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 | $164,629 | $73,863+122.9% | $143,797+14.5% | $68,490+140.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.05% | 0.91%-15.0pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $5,532 | $3,185+73.7% | $4,952+11.7% | $2,597+113.0% |
| Participant deferral / active EE | $6,651 | $3,385+96.5% | $5,638+18.0% | $4,028+65.1% |
| Admin fee / account holder | $4,548 | $5,756-21.0% | $14,679-69.0% | $5,403-15.8% |