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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 | $149,308 | $73,863+102.1% | $143,797+3.8% | $68,490+118.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.26% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $5,719 | $3,185+79.6% | $4,952+15.5% | $2,597+120.2% |
| Participant deferral / active EE | $4,206 | $3,385+24.3% | $5,638-25.4% | $4,028+4.4% |
| Admin fee / account holder | $3,830 | $5,756-33.5% | $14,679-73.9% | $5,403-29.1% |