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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 | $80,212 | $73,848+8.6% | $143,799-44.2% | $68,486+17.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.23% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $4,499 | $3,184+41.3% | $4,952-9.2% | $2,597+73.2% |
| Participant deferral / active EE | $5,868 | $3,385+73.4% | $5,638+4.1% | $4,028+45.7% |
| Admin fee / account holder | $7,633 | $5,755+32.6% | $14,677-48.0% | $5,404+41.3% |