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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 | $192,866 | $73,848+161.2% | $143,799+34.1% | $68,486+181.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.51% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,393 | $3,184-24.8% | $4,952-51.7% | $2,597-7.8% |
| Participant deferral / active EE | $9,480 | $3,385+180.1% | $5,638+68.1% | $4,028+135.4% |
| Admin fee / account holder | $13,476 | $5,755+134.2% | $14,677-8.2% | $5,404+149.4% |