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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 | $123,509 | $73,848+67.2% | $143,799-14.1% | $68,486+80.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.82% | 0.91%-18.7pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $5,671 | $3,184+78.1% | $4,952+14.5% | $2,597+118.4% |
| Participant deferral / active EE | $5,056 | $3,385+49.4% | $5,638-10.3% | $4,028+25.5% |
| Admin fee / account holder | $14,430 | $5,755+150.7% | $14,677-1.7% | $5,404+167.0% |