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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 | $102,176 | $73,848+38.4% | $143,799-28.9% | $68,486+49.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.74% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,801 | $3,184+19.4% | $4,952-23.2% | $2,597+46.4% |
| Participant deferral / active EE | $6,232 | $3,385+84.1% | $5,638+10.5% | $4,028+54.7% |
| Admin fee / account holder | $3,556 | $5,755-38.2% | $14,677-75.8% | $5,404-34.2% |