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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 | $74,445 | $73,863+0.8% | $143,797-48.2% | $68,490+8.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.39% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $6,120 | $3,185+92.2% | $4,952+23.6% | $2,597+135.7% |
| Participant deferral / active EE | $8,266 | $3,385+144.2% | $5,638+46.6% | $4,028+105.2% |
| Admin fee / account holder | $2,863 | $5,756-50.3% | $14,679-80.5% | $5,403-47.0% |