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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 | $150,895 | $73,863+104.3% | $143,797+4.9% | $68,490+120.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.56% | 0.91%-13.5pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $10,441 | $3,185+227.9% | $4,952+110.8% | $2,597+302.1% |
| Participant deferral / active EE | $7,205 | $3,385+112.9% | $5,638+27.8% | $4,028+78.9% |
| Admin fee / account holder | $9,562 | $5,756+66.1% | $14,679-34.9% | $5,403+77.0% |