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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 | $75,017 | $42,910+74.8% | $60,919+23.1% | $68,490+9.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.34% | -13.99%-0.3pp | 16.96%-31.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $6,841 | $1,978+245.8% | $2,704+153.0% | $2,597+163.4% |
| Participant deferral / active EE | $4,607 | $2,866+60.8% | $3,814+20.8% | $4,028+14.4% |
| Admin fee / account holder | $1,638 | $3,104-47.2% | $3,228-49.3% | $5,403-69.7% |