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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 | $163,852 | $69,012+137.4% | $160,037+2.4% | $68,490+139.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.53% | -9.65%-7.9pp | 408.95%-426.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,261 | $2,212+47.4% | $4,226-22.8% | $2,597+25.6% |
| Participant deferral / active EE | $4,067 | $4,212-3.4% | $6,184-34.2% | $4,028+1.0% |
| Admin fee / account holder | $3,835 | $4,798-20.1% | $8,716-56.0% | $5,403-29.0% |