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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 | $133,602 | $73,863+80.9% | $143,797-7.1% | $68,490+95.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.64% | 0.91%-16.5pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $5,544 | $3,185+74.1% | $4,952+12.0% | $2,597+113.5% |
| Participant deferral / active EE | $4,449 | $3,385+31.4% | $5,638-21.1% | $4,028+10.5% |
| Admin fee / account holder | $8,796 | $5,756+52.8% | $14,679-40.1% | $5,403+62.8% |