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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 | $163,005 | $73,867+120.7% | $143,770+13.4% | $68,498+138.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.47% | 1.01%-12.5pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $10,612 | $3,184+233.3% | $4,951+114.3% | $2,596+308.7% |
| Participant deferral / active EE | $7,222 | $3,384+113.4% | $5,638+28.1% | $4,027+79.3% |
| Admin fee / account holder | $2,791 | $5,755-51.5% | $14,673-81.0% | $5,403-48.3% |