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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 | $108,156 | $73,863+46.4% | $143,797-24.8% | $68,490+57.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.64% | 0.91%-19.6pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $5,328 | $3,185+67.3% | $4,952+7.6% | $2,597+105.2% |
| Participant deferral / active EE | $4,762 | $3,385+40.7% | $5,638-15.5% | $4,028+18.2% |
| Admin fee / account holder | $2,597 | $5,756-54.9% | $14,679-82.3% | $5,403-51.9% |