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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 | $102,150 | $73,848+38.3% | $143,799-29.0% | $68,486+49.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.48% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,607 | $3,184-49.6% | $4,952-67.6% | $2,597-38.1% |
| Participant deferral / active EE | $5,398 | $3,385+59.5% | $5,638-4.3% | $4,028+34.0% |
| Admin fee / account holder | $1,777 | $5,755-69.1% | $14,677-87.9% | $5,404-67.1% |