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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 | $142,651 | $73,863+93.1% | $143,797-0.8% | $68,490+108.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.59% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $8,696 | $3,185+173.0% | $4,952+75.6% | $2,597+234.9% |
| Participant deferral / active EE | $5,033 | $3,385+48.7% | $5,638-10.7% | $4,028+24.9% |
| Admin fee / account holder | $50,650 | $5,756+780.0% | $14,679+245.0% | $5,403+837.5% |