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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 | $98,041 | $73,863+32.7% | $143,797-31.8% | $68,490+43.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.91% | 0.91%-18.8pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,862 | $3,185+52.7% | $4,952-1.8% | $2,597+87.2% |
| Participant deferral / active EE | $6,172 | $3,385+82.4% | $5,638+9.5% | $4,028+53.2% |
| Admin fee / account holder | $6,764 | $5,756+17.5% | $14,679-53.9% | $5,403+25.2% |