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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 | $94,397 | $64,719+45.9% | $112,249-15.9% | $68,486+37.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.89% | -11.40%-5.5pp | 27.48%-44.4pp | -7.85%-9.0pp |
| Employer contribution / active EE | $7,125 | $2,747+159.4% | $3,636+96.0% | $2,597+174.4% |
| Participant deferral / active EE | $2,963 | $3,565-16.9% | $4,729-37.3% | $4,028-26.4% |
| Admin fee / account holder | $3,285 | $5,232-37.2% | $6,412-48.8% | $5,404-39.2% |