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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 | $68,592 | $110,083-37.7% | $151,645-54.8% | $68,490+0.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.39% | -10.12%-2.3pp | 3.34%-15.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $3,000 | $4,470-32.9% | $6,165-51.3% | $2,597+15.5% |
| Participant deferral / active EE | $8,258 | $6,526+26.5% | $8,363-1.3% | $4,028+105.0% |
| Admin fee / account holder | $3,048 | $7,718-60.5% | $11,614-73.8% | $5,403-43.6% |