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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 | $126,587 | $73,863+71.4% | $143,797-12.0% | $68,490+84.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.66% | 0.91%-19.6pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,889 | $3,185-40.7% | $4,952-61.9% | $2,597-27.3% |
| Participant deferral / active EE | $4,378 | $3,385+29.4% | $5,638-22.3% | $4,028+8.7% |
| Admin fee / account holder | $2,019 | $5,756-64.9% | $14,679-86.2% | $5,403-62.6% |