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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 | $172,475 | $73,863+133.5% | $143,797+19.9% | $68,490+151.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.68% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $12,136 | $3,185+281.1% | $4,952+145.1% | $2,597+367.4% |
| Participant deferral / active EE | $2,983 | $3,385-11.9% | $5,638-47.1% | $4,028-25.9% |
| Admin fee / account holder | $32,148 | $5,756+458.5% | $14,679+119.0% | $5,403+495.0% |