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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 | $148,584 | $73,867+101.2% | $143,770+3.3% | $68,498+116.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.91% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $10,500 | $3,184+229.7% | $4,951+112.1% | $2,596+304.4% |
| Participant deferral / active EE | $7,719 | $3,384+128.1% | $5,638+36.9% | $4,027+91.7% |
| Admin fee / account holder | $10,810 | $5,755+87.8% | $14,673-26.3% | $5,403+100.1% |