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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 | $90,877 | $56,339+61.3% | $104,299-12.9% | $68,490+32.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -17.56% | -9.19%-8.4pp | 24.62%-42.2pp | -7.85%-9.7pp |
| Employer contribution / active EE | $7,492 | $1,960+282.2% | $3,373+122.1% | $2,597+188.5% |
| Participant deferral / active EE | $9,309 | $3,077+202.5% | $4,626+101.3% | $4,028+131.1% |
| Admin fee / account holder | $4,980 | $4,902+1.6% | $7,339-32.1% | $5,403-7.8% |