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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 | $108,697 | $73,863+47.2% | $143,797-24.4% | $68,490+58.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.71% | 0.91%-15.6pp | -0.04%-14.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $9,870 | $3,185+209.9% | $4,952+99.3% | $2,597+280.1% |
| Participant deferral / active EE | $6,775 | $3,385+100.2% | $5,638+20.2% | $4,028+68.2% |
| Admin fee / account holder | $2,800 | $5,756-51.4% | $14,679-80.9% | $5,403-48.2% |