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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 | $139,059 | $73,867+88.3% | $143,770-3.3% | $68,498+103.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.91% | 1.01%-9.9pp | -0.04%-8.9pp | -7.84%-1.1pp |
| Employer contribution / active EE | $3,240 | $3,184+1.8% | $4,951-34.6% | $2,596+24.8% |
| Participant deferral / active EE | $4,728 | $3,384+39.7% | $5,638-16.1% | $4,027+17.4% |
| Admin fee / account holder | $683 | $5,755-88.1% | $14,673-95.3% | $5,403-87.3% |