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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 | $75,343 | $73,863+2.0% | $143,797-47.6% | $68,490+10.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.70% | 0.91%-13.6pp | -0.04%-12.7pp | -7.85%-4.8pp |
| Employer contribution / active EE | $5,890 | $3,185+85.0% | $4,952+18.9% | $2,597+126.8% |
| Participant deferral / active EE | $5,249 | $3,385+55.1% | $5,638-6.9% | $4,028+30.3% |
| Admin fee / account holder | $1,359 | $5,756-76.4% | $14,679-90.7% | $5,403-74.9% |