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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 | $138,931 | $73,848+88.1% | $143,799-3.4% | $68,486+102.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.41% | 0.91%-16.3pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $7,174 | $3,184+125.3% | $4,952+44.9% | $2,597+176.3% |
| Participant deferral / active EE | $7,100 | $3,385+109.8% | $5,638+25.9% | $4,028+76.3% |
| Admin fee / account holder | $49,720 | $5,755+763.9% | $14,677+238.8% | $5,404+820.1% |