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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 | $73,848+26.9% | $143,799-34.8% | $68,486+36.9% |
| 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 | $8,417 | $3,184+164.3% | $4,952+70.0% | $2,597+224.2% |
| Participant deferral / active EE | $9,189 | $3,385+171.5% | $5,638+63.0% | $4,028+128.1% |
| Admin fee / account holder | $32,208 | $5,755+459.7% | $14,677+119.4% | $5,404+496.0% |