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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 | $159,357 | $73,867+115.7% | $143,770+10.8% | $68,498+132.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.87% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $10,486 | $3,184+229.3% | $4,951+111.8% | $2,596+303.9% |
| Participant deferral / active EE | $8,525 | $3,384+151.9% | $5,638+51.2% | $4,027+111.7% |
| Admin fee / account holder | $35,815 | $5,755+522.4% | $14,673+144.1% | $5,403+562.9% |