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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 | $115,090 | $73,848+55.8% | $143,799-20.0% | $68,486+68.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.00% | 0.91%-14.9pp | -0.04%-14.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $3,573 | $3,184+12.2% | $4,952-27.9% | $2,597+37.6% |
| Participant deferral / active EE | $9,165 | $3,385+170.8% | $5,638+62.5% | $4,028+127.5% |
| Admin fee / account holder | $2,758 | $5,755-52.1% | $14,677-81.2% | $5,404-49.0% |