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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 | $144,000 | $73,863+95.0% | $143,797+0.1% | $68,490+110.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -3.17% | 0.91%-4.1pp | -0.04%-3.1pp | -7.85%+4.7pp |
| Employer contribution / active EE | $6,845 | $3,185+114.9% | $4,952+38.2% | $2,597+163.6% |
| Participant deferral / active EE | $5,243 | $3,385+54.9% | $5,638-7.0% | $4,028+30.2% |
| Admin fee / account holder | $5,266 | $5,756-8.5% | $14,679-64.1% | $5,403-2.5% |