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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 | $112,836 | $73,839+52.8% | $143,788-21.5% | $68,495+64.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.40% | 1.01%-11.4pp | -0.03%-10.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $4,487 | $3,184+40.9% | $4,952-9.4% | $2,596+72.8% |
| Participant deferral / active EE | $4,819 | $3,384+42.4% | $5,638-14.5% | $4,028+19.7% |
| Admin fee / account holder | $2,031 | $5,755-64.7% | $14,675-86.2% | $5,403-62.4% |