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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 | $143,399 | $73,848+94.2% | $143,799-0.3% | $68,486+109.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.69% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $8,561 | $3,184+168.8% | $4,952+72.9% | $2,597+229.7% |
| Participant deferral / active EE | $5,016 | $3,385+48.2% | $5,638-11.0% | $4,028+24.5% |
| Admin fee / account holder | $4,455 | $5,755-22.6% | $14,677-69.6% | $5,404-17.6% |