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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 | $131,568 | $73,863+78.1% | $143,797-8.5% | $68,490+92.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.56% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $7,625 | $3,185+139.4% | $4,952+54.0% | $2,597+193.7% |
| Participant deferral / active EE | $6,846 | $3,385+102.3% | $5,638+21.4% | $4,028+70.0% |
| Admin fee / account holder | $14,721 | $5,756+155.7% | $14,679+0.3% | $5,403+172.5% |