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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 | $195,631 | $73,863+164.9% | $143,797+36.0% | $68,490+185.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.45% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $9,475 | $3,185+197.5% | $4,952+91.3% | $2,597+264.9% |
| Participant deferral / active EE | $6,809 | $3,385+101.2% | $5,638+20.8% | $4,028+69.1% |
| Admin fee / account holder | $1,205 | $5,756-79.1% | $14,679-91.8% | $5,403-77.7% |