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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 | $248,491 | $73,863+236.4% | $143,797+72.8% | $68,490+262.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.51% | 0.91%-15.4pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $12,254 | $3,185+284.8% | $4,952+147.4% | $2,597+371.9% |
| Participant deferral / active EE | $11,680 | $3,385+245.1% | $5,638+107.2% | $4,028+190.0% |
| Admin fee / account holder | $19,642 | $5,756+241.2% | $14,679+33.8% | $5,403+263.5% |