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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 | $85,723 | $73,848+16.1% | $143,799-40.4% | $68,486+25.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.83% | 0.91%-15.7pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $4,938 | $3,184+55.1% | $4,952-0.3% | $2,597+90.2% |
| Participant deferral / active EE | $4,449 | $3,385+31.5% | $5,638-21.1% | $4,028+10.5% |
| Admin fee / account holder | $3,688 | $5,755-35.9% | $14,677-74.9% | $5,404-31.8% |