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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 | $135,267 | $73,848+83.2% | $143,799-5.9% | $68,486+97.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.50% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $4,640 | $3,184+45.7% | $4,952-6.3% | $2,597+78.7% |
| Participant deferral / active EE | $4,757 | $3,385+40.6% | $5,638-15.6% | $4,028+18.1% |
| Admin fee / account holder | $728 | $5,755-87.3% | $14,677-95.0% | $5,404-86.5% |