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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 | $241,637 | $73,848+227.2% | $143,799+68.0% | $68,486+252.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.22% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $17,500 | $3,184+449.5% | $4,952+253.4% | $2,597+573.9% |
| Participant deferral / active EE | $13,802 | $3,385+307.8% | $5,638+144.8% | $4,028+242.7% |
| Admin fee / account holder | $2,526 | $5,755-56.1% | $14,677-82.8% | $5,404-53.3% |