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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 | $110,178 | $48,235+128.4% | $68,803+60.1% | $68,490+60.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -13.26% | -12.70%-0.6pp | -6.37%-6.9pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,230 | $1,829-32.7% | $2,656-53.7% | $2,597-52.6% |
| Participant deferral / active EE | $4,341 | $2,867+51.4% | $3,942+10.1% | $4,028+7.8% |
| Admin fee / account holder | $871 | $4,361-80.0% | $4,936-82.4% | $5,403-83.9% |