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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 | $87,516 | $73,848+18.5% | $143,799-39.1% | $68,486+27.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.75% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,434 | $3,184+7.8% | $4,952-30.7% | $2,597+32.2% |
| Participant deferral / active EE | $3,872 | $3,385+14.4% | $5,638-31.3% | $4,028-3.9% |
| Admin fee / account holder | $3,375 | $5,755-41.4% | $14,677-77.0% | $5,404-37.6% |