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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 | $201,425 | $73,863+172.7% | $143,797+40.1% | $68,490+194.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.80% | 0.91%-16.7pp | -0.04%-15.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $16,238 | $3,185+409.9% | $4,952+227.9% | $2,597+525.3% |
| Participant deferral / active EE | $16,812 | $3,385+396.7% | $5,638+198.2% | $4,028+317.4% |
| Admin fee / account holder | $16,578 | $5,756+188.0% | $14,679+12.9% | $5,403+206.8% |