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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 | $112,040 | $73,848+51.7% | $143,799-22.1% | $68,486+63.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.27% | 0.91%-17.2pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $3,264 | $3,184+2.5% | $4,952-34.1% | $2,597+25.7% |
| Participant deferral / active EE | $11,926 | $3,385+252.4% | $5,638+111.5% | $4,028+196.1% |
| Admin fee / account holder | $795 | $5,755-86.2% | $14,677-94.6% | $5,404-85.3% |