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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 | $94,016 | $73,863+27.3% | $143,797-34.6% | $68,490+37.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.87% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,535 | $3,185-51.8% | $4,952-69.0% | $2,597-40.9% |
| Participant deferral / active EE | $5,151 | $3,385+52.2% | $5,638-8.6% | $4,028+27.9% |
| Admin fee / account holder | $14,178 | $5,756+146.3% | $14,679-3.4% | $5,403+162.4% |