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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 | $88,721 | $64,729+37.1% | $112,263-21.0% | $68,490+29.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.75% | -11.40%-1.3pp | 27.49%-40.2pp | -7.85%-4.9pp |
| Employer contribution / active EE | $3,902 | $2,746+42.1% | $3,636+7.3% | $2,597+50.3% |
| Participant deferral / active EE | $3,965 | $3,566+11.2% | $4,729-16.2% | $4,028-1.6% |
| Admin fee / account holder | $17,285 | $5,222+231.0% | $6,410+169.6% | $5,403+219.9% |