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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 | $101,646 | $73,848+37.6% | $143,799-29.3% | $68,486+48.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.20% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $5,223 | $3,184+64.0% | $4,952+5.5% | $2,597+101.1% |
| Participant deferral / active EE | $3,665 | $3,385+8.3% | $5,638-35.0% | $4,028-9.0% |
| Admin fee / account holder | $5,244 | $5,755-8.9% | $14,677-64.3% | $5,404-3.0% |