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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 | $116,359 | $73,863+57.5% | $143,797-19.1% | $68,490+69.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.74% | 0.91%-15.7pp | -0.04%-14.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $10,395 | $3,185+226.4% | $4,952+109.9% | $2,597+300.3% |
| Participant deferral / active EE | $5,452 | $3,385+61.1% | $5,638-3.3% | $4,028+35.4% |
| Admin fee / account holder | $11,258 | $5,756+95.6% | $14,679-23.3% | $5,403+108.4% |