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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 | $221,027 | $73,863+199.2% | $143,797+53.7% | $68,490+222.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.85% | 0.91%-12.8pp | -0.04%-11.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $9,143 | $3,185+187.1% | $4,952+84.6% | $2,597+252.1% |
| Participant deferral / active EE | $6,189 | $3,385+82.8% | $5,638+9.8% | $4,028+53.7% |
| Admin fee / account holder | $27,950 | $5,756+385.6% | $14,679+90.4% | $5,403+417.3% |