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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 | $111,120 | $73,848+50.5% | $143,799-22.7% | $68,486+62.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.41% | 0.91%-16.3pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $9,277 | $3,184+191.3% | $4,952+87.3% | $2,597+257.3% |
| Participant deferral / active EE | $6,503 | $3,385+92.1% | $5,638+15.3% | $4,028+61.5% |
| Admin fee / account holder | $1,429 | $5,755-75.2% | $14,677-90.3% | $5,404-73.6% |