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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 | $78,528 | $64,719+21.3% | $112,249-30.0% | $68,486+14.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.19% | -11.40%-4.8pp | 27.48%-43.7pp | -7.85%-8.3pp |
| Employer contribution / active EE | $6,568 | $2,747+139.1% | $3,636+80.6% | $2,597+153.0% |
| Participant deferral / active EE | $7,394 | $3,565+107.4% | $4,729+56.3% | $4,028+83.6% |
| Admin fee / account holder | $4,760 | $5,232-9.0% | $6,412-25.8% | $5,404-11.9% |