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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 | $47,457 | $73,863-35.8% | $143,797-67.0% | $68,490-30.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.70% | 0.91%-18.6pp | -0.04%-17.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $5,897 | $3,185+85.2% | $4,952+19.1% | $2,597+127.1% |
| Participant deferral / active EE | $4,164 | $3,385+23.0% | $5,638-26.2% | $4,028+3.4% |
| Admin fee / account holder | $8,519 | $5,756+48.0% | $14,679-42.0% | $5,403+57.7% |