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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 | $63,041 | $48,235+30.7% | $68,803-8.4% | $68,490-8.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -18.41% | -12.70%-5.7pp | -6.37%-12.0pp | -7.85%-10.6pp |
| Employer contribution / active EE | $4,943 | $1,829+170.3% | $2,656+86.1% | $2,597+90.4% |
| Participant deferral / active EE | $4,079 | $2,867+42.3% | $3,942+3.5% | $4,028+1.3% |
| Admin fee / account holder | $2,127 | $4,361-51.2% | $4,936-56.9% | $5,403-60.6% |