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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 | $212,828 | $73,848+188.2% | $143,799+48.0% | $68,486+210.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.42% | 0.91%-16.3pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $10,379 | $3,184+225.9% | $4,952+109.6% | $2,597+299.7% |
| Participant deferral / active EE | $7,961 | $3,385+135.2% | $5,638+41.2% | $4,028+97.7% |
| Admin fee / account holder | $1,901 | $5,755-67.0% | $14,677-87.0% | $5,404-64.8% |