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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 | $82,443 | $45,872+79.7% | $77,081+7.0% | $68,495+20.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -12.62% | 1.73%-14.3pp | 42.33%-54.9pp | -7.84%-4.8pp |
| Employer contribution / active EE | $4,360 | $1,650+164.3% | $2,813+55.0% | $2,596+67.9% |
| Participant deferral / active EE | $2,977 | $2,963+0.5% | $4,428-32.8% | $4,028-26.1% |
| Admin fee / account holder | $4,025 | $3,041+32.3% | $5,427-25.8% | $5,403-25.5% |