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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 | $116,507 | $73,848+57.8% | $143,799-19.0% | $68,486+70.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.75% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $6,930 | $3,184+117.6% | $4,952+39.9% | $2,597+166.9% |
| Participant deferral / active EE | $4,712 | $3,385+39.2% | $5,638-16.4% | $4,028+17.0% |
| Admin fee / account holder | $12,803 | $5,755+122.5% | $14,677-12.8% | $5,404+136.9% |