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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 | $168,979 | $59,819+182.5% | $79,583+112.3% | $68,490+146.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.52% | -12.30%-2.2pp | 0.16%-14.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $4,528 | $1,505+200.8% | $2,414+87.6% | $2,597+74.4% |
| Participant deferral / active EE | $7,779 | $3,025+157.2% | $3,986+95.2% | $4,028+93.1% |
| Admin fee / account holder | $22,133 | $4,835+357.7% | $6,835+223.8% | $5,403+309.6% |