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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 | $232,752 | $73,863+215.1% | $143,797+61.9% | $68,490+239.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.46% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $9,580 | $3,185+200.8% | $4,952+93.4% | $2,597+268.9% |
| Participant deferral / active EE | $6,219 | $3,385+83.7% | $5,638+10.3% | $4,028+54.4% |
| Admin fee / account holder | $11,325 | $5,756+96.8% | $14,679-22.9% | $5,403+109.6% |