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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 | $133,938 | $73,863+81.3% | $143,797-6.9% | $68,490+95.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.31% | 0.91%-17.2pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $8,730 | $3,185+174.1% | $4,952+76.3% | $2,597+236.2% |
| Participant deferral / active EE | $5,344 | $3,385+57.9% | $5,638-5.2% | $4,028+32.7% |
| Admin fee / account holder | $3,607 | $5,756-37.3% | $14,679-75.4% | $5,403-33.2% |