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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 | $189,534 | $73,867+156.6% | $143,770+31.8% | $68,498+176.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.43% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $31,429 | $3,184+887.0% | $4,951+534.8% | $2,596+1110.5% |
| Participant deferral / active EE | $15,996 | $3,384+372.6% | $5,638+183.7% | $4,027+297.2% |
| Admin fee / account holder | $5,653 | $5,755-1.8% | $14,673-61.5% | $5,403+4.6% |