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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 | $167,670 | $73,839+127.1% | $143,788+16.6% | $68,495+144.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.57% | 1.01%-16.6pp | -0.03%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $11,023 | $3,184+246.2% | $4,952+122.6% | $2,596+324.5% |
| Participant deferral / active EE | $7,002 | $3,384+106.9% | $5,638+24.2% | $4,028+73.9% |
| Admin fee / account holder | $24,542 | $5,755+326.5% | $14,675+67.2% | $5,403+354.2% |