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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 | $91,437 | $73,863+23.8% | $143,797-36.4% | $68,490+33.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.97% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $6,083 | $3,185+91.0% | $4,952+22.8% | $2,597+134.3% |
| Participant deferral / active EE | $7,043 | $3,385+108.1% | $5,638+24.9% | $4,028+74.9% |
| Admin fee / account holder | $18,820 | $5,756+227.0% | $14,679+28.2% | $5,403+248.3% |