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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 | $99,390 | $73,863+34.6% | $143,797-30.9% | $68,490+45.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.74% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,420 | $3,185+7.4% | $4,952-30.9% | $2,597+31.7% |
| Participant deferral / active EE | $4,335 | $3,385+28.1% | $5,638-23.1% | $4,028+7.6% |
| Admin fee / account holder | $2,135 | $5,756-62.9% | $14,679-85.5% | $5,403-60.5% |