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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 | $162,157 | $73,863+119.5% | $143,797+12.8% | $68,490+136.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.09% | 0.91%-14.0pp | -0.04%-13.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $12,746 | $3,185+300.2% | $4,952+157.4% | $2,597+390.9% |
| Participant deferral / active EE | $9,721 | $3,385+187.2% | $5,638+72.4% | $4,028+141.3% |
| Admin fee / account holder | $65,630 | $5,756+1040.2% | $14,679+347.1% | $5,403+1114.7% |