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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 | $102,164 | $73,848+38.3% | $143,799-29.0% | $68,486+49.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.42% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $4,325 | $3,184+35.8% | $4,952-12.7% | $2,597+66.5% |
| Participant deferral / active EE | $2,934 | $3,385-13.3% | $5,638-48.0% | $4,028-27.1% |
| Admin fee / account holder | $5,125 | $5,755-11.0% | $14,677-65.1% | $5,404-5.2% |