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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 | $112,978 | $73,863+53.0% | $143,797-21.4% | $68,490+65.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.28% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $4,717 | $3,185+48.1% | $4,952-4.8% | $2,597+81.6% |
| Participant deferral / active EE | $4,158 | $3,385+22.8% | $5,638-26.3% | $4,028+3.2% |
| Admin fee / account holder | $18,959 | $5,756+229.4% | $14,679+29.2% | $5,403+250.9% |