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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 | $109,452 | $73,863+48.2% | $143,797-23.9% | $68,490+59.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.48% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $4,261 | $3,185+33.8% | $4,952-14.0% | $2,597+64.1% |
| Participant deferral / active EE | $3,935 | $3,385+16.2% | $5,638-30.2% | $4,028-2.3% |
| Admin fee / account holder | $13,578 | $5,756+135.9% | $14,679-7.5% | $5,403+151.3% |