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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 | $83,152 | $73,848+12.6% | $143,799-42.2% | $68,486+21.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.24% | 0.91%-10.2pp | -0.04%-9.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $4,700 | $3,184+47.6% | $4,952-5.1% | $2,597+81.0% |
| Participant deferral / active EE | $5,024 | $3,385+48.4% | $5,638-10.9% | $4,028+24.7% |
| Admin fee / account holder | $73,974 | $5,755+1185.4% | $14,677+404.0% | $5,404+1268.9% |