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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 | $108,255 | $50,947+112.5% | $74,551+45.2% | $64,173+68.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.94% | -1.85%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,121 | $1,115+269.5% | $1,961+110.2% | $2,381+73.1% |
| Participant deferral / active EE | $3,496 | $2,302+51.9% | $3,108+12.5% | $3,470+0.8% |
| Admin fee / account holder | $1,189 | $4,221-71.8% | $5,059-76.5% | $4,887-75.7% |