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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 | $194,822 | $73,863+163.8% | $143,797+35.5% | $68,490+184.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.77% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $10,441 | $3,185+227.8% | $4,952+110.8% | $2,597+302.1% |
| Participant deferral / active EE | $9,245 | $3,385+173.2% | $5,638+64.0% | $4,028+129.5% |
| Admin fee / account holder | $7,886 | $5,756+37.0% | $14,679-46.3% | $5,403+46.0% |