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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 | $127,575 | $73,867+72.7% | $143,770-11.3% | $68,498+86.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.07% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $5,606 | $3,184+76.1% | $4,951+13.2% | $2,596+115.9% |
| Participant deferral / active EE | $3,210 | $3,384-5.2% | $5,638-43.1% | $4,027-20.3% |
| Admin fee / account holder | $2,672 | $5,755-53.6% | $14,673-81.8% | $5,403-50.5% |