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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 | $106,490 | $73,848+44.2% | $143,799-25.9% | $68,486+55.5% |
| Participation rate | 98.6% | 66.7%+31.9pp | 80.3%+18.2pp | 67.9%+30.7pp |
| Annual return | -15.06% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $5,398 | $3,184+69.5% | $4,952+9.0% | $2,597+107.9% |
| Participant deferral / active EE | $3,075 | $3,385-9.2% | $5,638-45.5% | $4,028-23.7% |
| Admin fee / account holder | $6,879 | $5,755+19.5% | $14,677-53.1% | $5,404+27.3% |