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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 | $132,500 | $73,863+79.4% | $143,797-7.9% | $68,490+93.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.07% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $5,536 | $3,185+73.8% | $4,952+11.8% | $2,597+113.2% |
| Participant deferral / active EE | $5,634 | $3,385+66.5% | $5,638-0.1% | $4,028+39.9% |
| Admin fee / account holder | $30,924 | $5,756+437.3% | $14,679+110.7% | $5,403+472.4% |