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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 | $65,728 | $64,729+1.5% | $112,263-41.5% | $68,490-4.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.23% | -11.40%-4.8pp | 27.49%-43.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $4,567 | $2,746+66.3% | $3,636+25.6% | $2,597+75.9% |
| Participant deferral / active EE | $3,122 | $3,566-12.4% | $4,729-34.0% | $4,028-22.5% |
| Admin fee / account holder | $5,054 | $5,222-3.2% | $6,410-21.2% | $5,403-6.5% |