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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 | $122,161 | $73,848+65.4% | $143,799-15.0% | $68,486+78.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.14% | 0.91%-16.0pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,466 | $3,184-22.6% | $4,952-50.2% | $2,597-5.0% |
| Participant deferral / active EE | $6,983 | $3,385+106.3% | $5,638+23.8% | $4,028+73.4% |
| Admin fee / account holder | $6,277 | $5,755+9.1% | $14,677-57.2% | $5,404+16.2% |