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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 | $130,038 | $73,863+76.1% | $143,797-9.6% | $68,490+89.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.32% | 0.91%-19.2pp | -0.04%-18.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $7,844 | $3,185+146.3% | $4,952+58.4% | $2,597+202.1% |
| Participant deferral / active EE | $7,903 | $3,385+133.5% | $5,638+40.2% | $4,028+96.2% |
| Admin fee / account holder | $3,510 | $5,756-39.0% | $14,679-76.1% | $5,403-35.0% |