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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 | $72,195 | $73,848-2.2% | $143,799-49.8% | $68,486+5.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.65% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,628 | $3,184-17.5% | $4,952-46.9% | $2,597+1.2% |
| Participant deferral / active EE | $5,207 | $3,385+53.8% | $5,638-7.7% | $4,028+29.3% |
| Admin fee / account holder | $14,826 | $5,755+157.6% | $14,677+1.0% | $5,404+174.4% |