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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 | $77,368 | $64,729+19.5% | $112,263-31.1% | $68,490+13.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.48% | -11.40%-2.1pp | 27.49%-41.0pp | -7.85%-5.6pp |
| Employer contribution / active EE | $7,765 | $2,746+182.8% | $3,636+113.6% | $2,597+199.0% |
| Participant deferral / active EE | $4,476 | $3,566+25.5% | $4,729-5.4% | $4,028+11.1% |
| Admin fee / account holder | $28,187 | $5,222+439.8% | $6,410+339.7% | $5,403+421.7% |