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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 | $198,153 | $73,863+168.3% | $143,797+37.8% | $68,490+189.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.08% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $10,684 | $3,185+235.5% | $4,952+115.7% | $2,597+311.5% |
| Participant deferral / active EE | $8,401 | $3,385+148.2% | $5,638+49.0% | $4,028+108.6% |
| Admin fee / account holder | $3,395 | $5,756-41.0% | $14,679-76.9% | $5,403-37.2% |