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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 | $95,536 | $76,912+24.2% | $129,118-26.0% | $68,490+39.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -15.08% | -9.78%-5.3pp | -10.94%-4.1pp | -7.85%-7.2pp |
| Employer contribution / active EE | $5,115 | $3,243+57.7% | $5,051+1.3% | $2,597+97.0% |
| Participant deferral / active EE | $6,981 | $4,732+47.5% | $6,539+6.8% | $4,028+73.3% |
| Admin fee / account holder | $3,890 | $6,638-41.4% | $14,305-72.8% | $5,403-28.0% |