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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 | $95,186 | $73,863+28.9% | $143,797-33.8% | $68,490+39.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.82% | 0.91%-14.7pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,533 | $3,185-20.5% | $4,952-48.8% | $2,597-2.4% |
| Participant deferral / active EE | $5,257 | $3,385+55.3% | $5,638-6.8% | $4,028+30.5% |
| Admin fee / account holder | $15,526 | $5,756+169.7% | $14,679+5.8% | $5,403+187.4% |