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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 | $69,905 | $45,872+52.4% | $77,100-9.3% | $68,490+2.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.62% | 1.73%-18.3pp | 42.35%-59.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,308 | $1,650+39.9% | $2,815-18.0% | $2,597-11.1% |
| Participant deferral / active EE | $4,869 | $2,963+64.3% | $4,430+9.9% | $4,028+20.9% |
| Admin fee / account holder | $8,096 | $3,041+166.2% | $5,443+48.7% | $5,403+49.8% |