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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 | $93,738 | $73,839+26.9% | $143,788-34.8% | $68,495+36.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.18% | 1.01%-15.2pp | -0.03%-14.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $8,417 | $3,184+164.4% | $4,952+70.0% | $2,596+224.2% |
| Participant deferral / active EE | $9,189 | $3,384+171.5% | $5,638+63.0% | $4,028+128.1% |
| Admin fee / account holder | $32,208 | $5,755+459.7% | $14,675+119.5% | $5,403+496.1% |