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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 | $103,727 | $59,813+73.4% | $79,580+30.3% | $68,486+51.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.85% | -12.30%-4.6pp | 0.15%-17.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,471 | $1,505-2.2% | $2,413-39.0% | $2,597-43.3% |
| Participant deferral / active EE | $2,011 | $3,024-33.5% | $3,985-49.5% | $4,028-50.1% |
| Admin fee / account holder | $4,026 | $4,835-16.7% | $6,835-41.1% | $5,404-25.5% |