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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 | $96,775 | $73,863+31.0% | $143,797-32.7% | $68,490+41.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.78% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $7,698 | $3,185+141.7% | $4,952+55.4% | $2,597+196.5% |
| Participant deferral / active EE | $7,178 | $3,385+112.1% | $5,638+27.3% | $4,028+78.2% |
| Admin fee / account holder | $13,685 | $5,756+137.7% | $14,679-6.8% | $5,403+153.3% |