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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 | $132,870 | $73,839+79.9% | $143,788-7.6% | $68,495+94.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.19% | 1.01%-18.2pp | -0.03%-17.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $11,020 | $3,184+246.1% | $4,952+122.6% | $2,596+324.4% |
| Participant deferral / active EE | $6,939 | $3,384+105.0% | $5,638+23.1% | $4,028+72.3% |
| Admin fee / account holder | $2,551 | $5,755-55.7% | $14,675-82.6% | $5,403-52.8% |