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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 | $100,955 | $73,848+36.7% | $143,799-29.8% | $68,486+47.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.27% | 0.91%-10.2pp | -0.04%-9.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $9,834 | $3,184+208.8% | $4,952+98.6% | $2,597+278.7% |
| Participant deferral / active EE | $5,321 | $3,385+57.2% | $5,638-5.6% | $4,028+32.1% |
| Admin fee / account holder | $43,564 | $5,755+657.0% | $14,677+196.8% | $5,404+706.2% |