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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 | $65,246 | $64,729+0.8% | $112,263-41.9% | $68,490-4.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.40% | -11.40%-3.0pp | 27.49%-41.9pp | -7.85%-6.5pp |
| Employer contribution / active EE | $7,337 | $2,746+167.2% | $3,636+101.8% | $2,597+182.6% |
| Participant deferral / active EE | $12,605 | $3,566+253.5% | $4,729+166.5% | $4,028+213.0% |
| Admin fee / account holder | $2,447 | $5,222-53.1% | $6,410-61.8% | $5,403-54.7% |