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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 | $127,137 | $73,867+72.1% | $143,770-11.6% | $68,498+85.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.19% | 1.01%-20.2pp | -0.04%-19.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $6,483 | $3,184+103.6% | $4,951+30.9% | $2,596+149.7% |
| Participant deferral / active EE | $6,704 | $3,384+98.1% | $5,638+18.9% | $4,027+66.5% |
| Admin fee / account holder | $2,785 | $5,755-51.6% | $14,673-81.0% | $5,403-48.4% |