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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 | $78,926 | $59,813+32.0% | $79,580-0.8% | $68,486+15.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.42% | -12.30%-3.1pp | 0.15%-15.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,015 | $1,505+33.9% | $2,413-16.5% | $2,597-22.4% |
| Participant deferral / active EE | $4,393 | $3,024+45.2% | $3,985+10.2% | $4,028+9.1% |
| Admin fee / account holder | $2,474 | $4,835-48.8% | $6,835-63.8% | $5,404-54.2% |