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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 | $99,673 | $73,848+35.0% | $143,799-30.7% | $68,486+45.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.45% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,441 | $3,184+8.0% | $4,952-30.5% | $2,597+32.5% |
| Participant deferral / active EE | $3,997 | $3,385+18.1% | $5,638-29.1% | $4,028-0.8% |
| Admin fee / account holder | $10,323 | $5,755+79.4% | $14,677-29.7% | $5,404+91.0% |