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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 | $85,838 | $73,848+16.2% | $143,799-40.3% | $68,486+25.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.73% | 0.91%-13.6pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $10,027 | $3,184+214.9% | $4,952+102.5% | $2,597+286.1% |
| Participant deferral / active EE | $7,327 | $3,385+116.5% | $5,638+29.9% | $4,028+81.9% |
| Admin fee / account holder | $16,138 | $5,755+180.4% | $14,677+10.0% | $5,404+198.6% |