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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 | $129,364 | $73,863+75.1% | $143,797-10.0% | $68,490+88.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.70% | 0.91%-17.6pp | -0.04%-16.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $6,313 | $3,185+98.2% | $4,952+27.5% | $2,597+143.1% |
| Participant deferral / active EE | $5,142 | $3,385+51.9% | $5,638-8.8% | $4,028+27.7% |
| Admin fee / account holder | $546 | $5,756-90.5% | $14,679-96.3% | $5,403-89.9% |