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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 | $118,681 | $73,863+60.7% | $143,797-17.5% | $68,490+73.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.45% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $7,700 | $3,185+141.8% | $4,952+55.5% | $2,597+196.5% |
| Participant deferral / active EE | $4,273 | $3,385+26.3% | $5,638-24.2% | $4,028+6.1% |
| Admin fee / account holder | $4,160 | $5,756-27.7% | $14,679-71.7% | $5,403-23.0% |