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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 | $100,075 | $73,848+35.5% | $143,799-30.4% | $68,486+46.1% |
| Participation rate | 83.0% | 66.7%+16.3pp | 80.3%+2.7pp | 67.9%+15.1pp |
| Annual return | -15.57% | 0.91%-16.5pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $4,894 | $3,184+53.7% | $4,952-1.2% | $2,597+88.5% |
| Participant deferral / active EE | $5,464 | $3,385+61.4% | $5,638-3.1% | $4,028+35.7% |
| Admin fee / account holder | $20,238 | $5,755+251.7% | $14,677+37.9% | $5,404+274.5% |