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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 | $83,718 | $71,873+16.5% | $86,698-3.4% | $68,490+22.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.24% | 3.54%-16.8pp | 35.96%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $16,850 | $2,173+675.3% | $2,837+494.0% | $2,597+548.9% |
| Participant deferral / active EE | $6,546 | $3,779+73.2% | $4,656+40.6% | $4,028+62.5% |
| Admin fee / account holder | $5,094 | $6,110-16.6% | $7,492-32.0% | $5,403-5.7% |