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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 | $61,752 | $73,863-16.4% | $143,797-57.1% | $68,490-9.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.43% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $6,791 | $3,185+113.2% | $4,952+37.1% | $2,597+161.5% |
| Participant deferral / active EE | $4,921 | $3,385+45.4% | $5,638-12.7% | $4,028+22.2% |
| Admin fee / account holder | $2,219 | $5,756-61.5% | $14,679-84.9% | $5,403-58.9% |