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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 | $125,084 | $73,848+69.4% | $143,799-13.0% | $68,486+82.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.88% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $6,204 | $3,184+94.8% | $4,952+25.3% | $2,597+138.9% |
| Participant deferral / active EE | $5,993 | $3,385+77.1% | $5,638+6.3% | $4,028+48.8% |
| Admin fee / account holder | $19,508 | $5,755+239.0% | $14,677+32.9% | $5,404+261.0% |