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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 | $114,347 | $73,848+54.8% | $143,799-20.5% | $68,486+67.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.30% | 0.91%-14.2pp | -0.04%-13.3pp | -7.85%-5.4pp |
| Employer contribution / active EE | $3,491 | $3,184+9.6% | $4,952-29.5% | $2,597+34.4% |
| Participant deferral / active EE | $6,638 | $3,385+96.1% | $5,638+17.7% | $4,028+64.8% |
| Admin fee / account holder | $13,439 | $5,755+133.5% | $14,677-8.4% | $5,404+148.7% |