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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 | $135,875 | $73,863+84.0% | $143,797-5.5% | $68,490+98.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.18% | 0.91%-15.1pp | -0.04%-14.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $4,718 | $3,185+48.2% | $4,952-4.7% | $2,597+81.7% |
| Participant deferral / active EE | $7,663 | $3,385+126.4% | $5,638+35.9% | $4,028+90.3% |
| Admin fee / account holder | $30,729 | $5,756+433.9% | $14,679+109.3% | $5,403+468.8% |