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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 | $127,846 | $73,863+73.1% | $143,797-11.1% | $68,490+86.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.55% | 0.91%-14.5pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $7,160 | $3,185+124.8% | $4,952+44.6% | $2,597+175.7% |
| Participant deferral / active EE | $5,527 | $3,385+63.3% | $5,638-2.0% | $4,028+37.2% |
| Admin fee / account holder | $926 | $5,756-83.9% | $14,679-93.7% | $5,403-82.9% |