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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 | $91,636 | $73,009+25.5% | $90,760+1.0% | $68,486+33.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.34% | -13.81%-0.5pp | -12.16%-2.2pp | -7.85%-6.5pp |
| Employer contribution / active EE | $6,363 | $2,193+190.2% | $2,922+117.8% | $2,597+145.0% |
| Participant deferral / active EE | $7,393 | $3,626+103.9% | $4,565+62.0% | $4,028+83.6% |
| Admin fee / account holder | $7,650 | $5,896+29.8% | $8,444-9.4% | $5,404+41.6% |