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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 | $235,120 | $73,863+218.3% | $143,797+63.5% | $68,490+243.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.70% | 0.91%-17.6pp | -0.04%-16.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $8,667 | $3,185+172.1% | $4,952+75.0% | $2,597+233.8% |
| Participant deferral / active EE | $3,384 | $3,3850% | $5,638-40.0% | $4,028-16.0% |
| Admin fee / account holder | $4,957 | $5,756-13.9% | $14,679-66.2% | $5,403-8.2% |