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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 | $150,353 | $73,863+103.6% | $143,797+4.6% | $68,490+119.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.39% | 0.91%-13.3pp | -0.04%-12.4pp | -7.85%-4.5pp |
| Employer contribution / active EE | $13,946 | $3,185+337.9% | $4,952+181.6% | $2,597+437.1% |
| Participant deferral / active EE | $11,599 | $3,385+242.7% | $5,638+105.7% | $4,028+188.0% |
| Admin fee / account holder | $2,192 | $5,756-61.9% | $14,679-85.1% | $5,403-59.4% |