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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 | $116,038 | $73,848+57.1% | $143,799-19.3% | $68,486+69.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.48% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $6,075 | $3,184+90.8% | $4,952+22.7% | $2,597+134.0% |
| Participant deferral / active EE | $2,034 | $3,385-39.9% | $5,638-63.9% | $4,028-49.5% |
| Admin fee / account holder | $2,525 | $5,755-56.1% | $14,677-82.8% | $5,404-53.3% |