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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 | $55,598 | $73,863-24.7% | $143,797-61.3% | $68,490-18.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.34% | 0.91%-11.2pp | -0.04%-10.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $3,771 | $3,185+18.4% | $4,952-23.9% | $2,597+45.2% |
| Participant deferral / active EE | $4,030 | $3,385+19.1% | $5,638-28.5% | $4,0280% |
| Admin fee / account holder | $7,167 | $5,756+24.5% | $14,679-51.2% | $5,403+32.6% |