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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 | $117,939 | $73,863+59.7% | $143,797-18.0% | $68,490+72.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.46% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $8,538 | $3,185+168.1% | $4,952+72.4% | $2,597+228.8% |
| Participant deferral / active EE | $5,539 | $3,385+63.6% | $5,638-1.8% | $4,028+37.5% |
| Admin fee / account holder | $2,082 | $5,756-63.8% | $14,679-85.8% | $5,403-61.5% |