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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 | $73,839+94.2% | $143,788-0.3% | $68,495+109.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.69% | 1.01%-17.7pp | -0.03%-16.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $8,561 | $3,184+168.9% | $4,952+72.9% | $2,596+229.7% |
| Participant deferral / active EE | $5,016 | $3,384+48.2% | $5,638-11.0% | $4,028+24.6% |
| Admin fee / account holder | $4,455 | $5,755-22.6% | $14,675-69.6% | $5,403-17.5% |