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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 | $104,966 | $59,813+75.5% | $79,580+31.9% | $68,486+53.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.02% | -12.30%-5.7pp | 0.15%-18.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,720 | $1,505+80.7% | $2,413+12.7% | $2,597+4.8% |
| Participant deferral / active EE | $7,180 | $3,024+137.4% | $3,985+80.1% | $4,028+78.3% |
| Admin fee / account holder | $2,984 | $4,835-38.3% | $6,835-56.3% | $5,404-44.8% |