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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 | $76,126 | $64,729+17.6% | $112,263-32.2% | $68,490+11.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.50% | -11.40%-4.1pp | 27.49%-43.0pp | -7.85%-7.6pp |
| Employer contribution / active EE | $6,765 | $2,746+146.4% | $3,636+86.1% | $2,597+160.5% |
| Participant deferral / active EE | $3,410 | $3,566-4.4% | $4,729-27.9% | $4,028-15.3% |
| Admin fee / account holder | $552 | $5,222-89.4% | $6,410-91.4% | $5,403-89.8% |