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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 | $86,060 | $73,863+16.5% | $143,797-40.2% | $68,490+25.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.02% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $950 | $3,185-70.2% | $4,952-80.8% | $2,597-63.4% |
| Participant deferral / active EE | $5,538 | $3,385+63.6% | $5,638-1.8% | $4,028+37.5% |
| Admin fee / account holder | $3,439 | $5,756-40.3% | $14,679-76.6% | $5,403-36.3% |