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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 | $135,634 | $73,863+83.6% | $143,797-5.7% | $68,490+98.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.75% | 0.91%-9.7pp | -0.04%-8.7pp | -7.85%-0.9pp |
| Employer contribution / active EE | $8,041 | $3,185+152.5% | $4,952+62.4% | $2,597+209.7% |
| Participant deferral / active EE | $7,796 | $3,385+130.3% | $5,638+38.3% | $4,028+93.6% |
| Admin fee / account holder | $5,652 | $5,756-1.8% | $14,679-61.5% | $5,403+4.6% |