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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 | $127,855 | $73,848+73.1% | $143,799-11.1% | $68,486+86.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.67% | 0.91%-19.6pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $8,255 | $3,184+159.2% | $4,952+66.7% | $2,597+217.9% |
| Participant deferral / active EE | $5,183 | $3,385+53.1% | $5,638-8.1% | $4,028+28.7% |
| Admin fee / account holder | $1,193 | $5,755-79.3% | $14,677-91.9% | $5,404-77.9% |