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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 | $110,119 | $73,839+49.1% | $143,788-23.4% | $68,495+60.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.77% | 1.01%-15.8pp | -0.03%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $5,414 | $3,184+70.0% | $4,952+9.3% | $2,596+108.5% |
| Participant deferral / active EE | $6,829 | $3,384+101.8% | $5,638+21.1% | $4,028+69.6% |
| Admin fee / account holder | $1,816 | $5,755-68.5% | $14,675-87.6% | $5,403-66.4% |