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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 | $78,066 | $73,863+5.7% | $143,797-45.7% | $68,490+14.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.28% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $6,423 | $3,185+101.7% | $4,952+29.7% | $2,597+147.3% |
| Participant deferral / active EE | $3,742 | $3,385+10.6% | $5,638-33.6% | $4,028-7.1% |
| Admin fee / account holder | $1,423 | $5,756-75.3% | $14,679-90.3% | $5,403-73.7% |