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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 | $187,051 | $73,848+153.3% | $143,799+30.1% | $68,486+173.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.98% | 0.91%-13.9pp | -0.04%-12.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $11,554 | $3,184+262.8% | $4,952+133.3% | $2,597+345.0% |
| Participant deferral / active EE | $6,960 | $3,385+105.6% | $5,638+23.4% | $4,028+72.8% |
| Admin fee / account holder | $86,134 | $5,755+1396.7% | $14,677+486.9% | $5,404+1494.0% |