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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 | $173,596 | $73,863+135.0% | $143,797+20.7% | $68,490+153.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.86% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $11,009 | $3,185+245.7% | $4,952+122.3% | $2,597+324.0% |
| Participant deferral / active EE | $6,273 | $3,385+85.3% | $5,638+11.3% | $4,028+55.7% |
| Admin fee / account holder | $1,695 | $5,756-70.5% | $14,679-88.5% | $5,403-68.6% |