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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 | $110,409 | $73,863+49.5% | $143,797-23.2% | $68,490+61.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.56% | 0.91%-12.5pp | -0.04%-11.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $7,787 | $3,185+144.5% | $4,952+57.2% | $2,597+199.9% |
| Participant deferral / active EE | $10,054 | $3,385+197.0% | $5,638+78.3% | $4,028+149.6% |
| Admin fee / account holder | $810 | $5,756-85.9% | $14,679-94.5% | $5,403-85.0% |