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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 | $240,073 | $73,848+225.1% | $143,799+67.0% | $68,486+250.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.97% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $6,070 | $3,184+90.6% | $4,952+22.6% | $2,597+133.8% |
| Participant deferral / active EE | $9,552 | $3,385+182.2% | $5,638+69.4% | $4,028+137.2% |
| Admin fee / account holder | $16,543 | $5,755+187.5% | $14,677+12.7% | $5,404+206.1% |