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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 | $157,564 | $73,863+113.3% | $143,797+9.6% | $68,490+130.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.72% | 0.91%-16.6pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $9,226 | $3,185+189.7% | $4,952+86.3% | $2,597+255.3% |
| Participant deferral / active EE | $2,793 | $3,385-17.5% | $5,638-50.5% | $4,028-30.7% |
| Admin fee / account holder | $9,133 | $5,756+58.7% | $14,679-37.8% | $5,403+69.0% |