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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 | $88,218 | $73,863+19.4% | $143,797-38.7% | $68,490+28.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.42% | 0.91%-19.3pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $6,818 | $3,185+114.1% | $4,952+37.7% | $2,597+162.6% |
| Participant deferral / active EE | $4,416 | $3,385+30.5% | $5,638-21.7% | $4,028+9.6% |
| Admin fee / account holder | $4,024 | $5,756-30.1% | $14,679-72.6% | $5,403-25.5% |