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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 | $80,184 | $73,848+8.6% | $143,799-44.2% | $68,486+17.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.59% | 0.91%-14.5pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $3,149 | $3,184-1.1% | $4,952-36.4% | $2,597+21.3% |
| Participant deferral / active EE | $4,307 | $3,385+27.2% | $5,638-23.6% | $4,028+6.9% |
| Admin fee / account holder | $4,940 | $5,755-14.2% | $14,677-66.3% | $5,404-8.6% |