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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 | $179,410 | $73,863+142.9% | $143,797+24.8% | $68,490+161.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.26% | 0.91%-10.2pp | -0.04%-9.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $5,699 | $3,185+78.9% | $4,952+15.1% | $2,597+119.5% |
| Participant deferral / active EE | $8,910 | $3,385+163.3% | $5,638+58.0% | $4,028+121.2% |
| Admin fee / account holder | $4,041 | $5,756-29.8% | $14,679-72.5% | $5,403-25.2% |