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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 | $102,811 | $73,863+39.2% | $143,797-28.5% | $68,490+50.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.90% | 0.91%-14.8pp | -0.04%-13.9pp | -7.85%-6.0pp |
| Employer contribution / active EE | $6,104 | $3,185+91.6% | $4,952+23.2% | $2,597+135.1% |
| Participant deferral / active EE | $4,311 | $3,385+27.4% | $5,638-23.5% | $4,028+7.0% |
| Admin fee / account holder | $14,928 | $5,756+159.3% | $14,679+1.7% | $5,403+176.3% |