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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 | $88,347 | $73,863+19.6% | $143,797-38.6% | $68,490+29.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.41% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $5,540 | $3,185+74.0% | $4,952+11.9% | $2,597+113.4% |
| Participant deferral / active EE | $5,755 | $3,385+70.0% | $5,638+2.1% | $4,028+42.9% |
| Admin fee / account holder | $2,102 | $5,756-63.5% | $14,679-85.7% | $5,403-61.1% |