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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 | $96,726 | $73,863+31.0% | $143,797-32.7% | $68,490+41.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.41% | 0.91%-10.3pp | -0.04%-9.4pp | -7.85%-1.6pp |
| Employer contribution / active EE | $7,753 | $3,185+143.4% | $4,952+56.5% | $2,597+198.6% |
| Participant deferral / active EE | $2,449 | $3,385-27.7% | $5,638-56.6% | $4,028-39.2% |
| Admin fee / account holder | $4,450 | $5,756-22.7% | $14,679-69.7% | $5,403-17.6% |