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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 | $72,608 | $56,339+28.9% | $104,299-30.4% | $68,490+6.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -18.51% | -9.19%-9.3pp | 24.62%-43.1pp | -7.85%-10.7pp |
| Employer contribution / active EE | $5,510 | $1,960+181.1% | $3,373+63.3% | $2,597+112.2% |
| Participant deferral / active EE | $10,194 | $3,077+231.3% | $4,626+120.4% | $4,028+153.1% |
| Admin fee / account holder | $3,863 | $4,902-21.2% | $7,339-47.4% | $5,403-28.5% |