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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 | $119,852 | $73,863+62.3% | $143,797-16.7% | $68,490+75.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.17% | 0.91%-14.1pp | -0.04%-13.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $3,794 | $3,185+19.1% | $4,952-23.4% | $2,597+46.1% |
| Participant deferral / active EE | $2,832 | $3,385-16.3% | $5,638-49.8% | $4,028-29.7% |
| Admin fee / account holder | $14,018 | $5,756+143.5% | $14,679-4.5% | $5,403+159.5% |