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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 | $78,553 | $73,863+6.3% | $143,797-45.4% | $68,490+14.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.33% | 0.91%-19.2pp | -0.04%-18.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $7,946 | $3,185+149.5% | $4,952+60.4% | $2,597+206.0% |
| Participant deferral / active EE | $5,119 | $3,385+51.2% | $5,638-9.2% | $4,028+27.1% |
| Admin fee / account holder | $3,806 | $5,756-33.9% | $14,679-74.1% | $5,403-29.6% |