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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 | $227,507 | $73,848+208.1% | $143,799+58.2% | $68,486+232.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.85% | 0.91%-15.8pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $14,295 | $3,184+348.9% | $4,952+188.7% | $2,597+450.5% |
| Participant deferral / active EE | $13,173 | $3,385+289.2% | $5,638+133.6% | $4,028+227.1% |
| Admin fee / account holder | $653 | $5,755-88.7% | $14,677-95.6% | $5,404-87.9% |