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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 | $244,352 | $73,863+230.8% | $143,797+69.9% | $68,490+256.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.74% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $5,309 | $3,185+66.7% | $4,952+7.2% | $2,597+104.5% |
| Participant deferral / active EE | $7,712 | $3,385+127.8% | $5,638+36.8% | $4,028+91.5% |
| Admin fee / account holder | $80,907 | $5,756+1305.6% | $14,679+451.2% | $5,403+1397.5% |