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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 | $79,533 | $73,848+7.7% | $143,799-44.7% | $68,486+16.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.32% | 0.91%-9.2pp | -0.04%-8.3pp | -7.85%-0.5pp |
| Employer contribution / active EE | $3,106 | $3,184-2.4% | $4,952-37.3% | $2,597+19.6% |
| Participant deferral / active EE | $4,347 | $3,385+28.4% | $5,638-22.9% | $4,028+7.9% |
| Admin fee / account holder | $32,525 | $5,755+465.2% | $14,677+121.6% | $5,404+501.9% |