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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 | $198,007 | $73,863+168.1% | $143,797+37.7% | $68,490+189.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.63% | 0.91%-14.5pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $20,674 | $3,185+549.1% | $4,952+317.5% | $2,597+696.2% |
| Participant deferral / active EE | $15,229 | $3,385+349.9% | $5,638+170.1% | $4,028+278.1% |
| Admin fee / account holder | $29,640 | $5,756+414.9% | $14,679+101.9% | $5,403+448.6% |