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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 | $83,577 | $81,870+2.1% | $119,622-30.1% | $68,486+22.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.06% | -23.82%+10.8pp | -14.98%+1.9pp | -7.85%-5.2pp |
| Employer contribution / active EE | $6,142 | $2,692+128.2% | $4,232+45.1% | $2,597+136.5% |
| Participant deferral / active EE | $4,194 | $4,148+1.1% | $5,601-25.1% | $4,028+4.1% |
| Admin fee / account holder | $2,807 | $6,583-57.4% | $10,328-72.8% | $5,404-48.1% |