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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 | $155,098 | $73,863+110.0% | $143,797+7.9% | $68,490+126.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.73% | 0.91%-14.6pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $8,045 | $3,185+152.6% | $4,952+62.4% | $2,597+209.8% |
| Participant deferral / active EE | $6,332 | $3,385+87.1% | $5,638+12.3% | $4,028+57.2% |
| Admin fee / account holder | $34,012 | $5,756+490.9% | $14,679+131.7% | $5,403+529.5% |