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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 | $61,538 | $48,267+27.5% | $68,808-10.6% | $68,486-10.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -11.98% | -12.70%+0.7pp | -6.37%-5.6pp | -7.85%-4.1pp |
| Employer contribution / active EE | $6,484 | $1,829+254.5% | $2,656+144.1% | $2,597+149.7% |
| Participant deferral / active EE | $4,391 | $2,867+53.2% | $3,942+11.4% | $4,028+9.0% |
| Admin fee / account holder | $6,154 | $4,362+41.1% | $4,936+24.7% | $5,404+13.9% |