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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 | $78,575 | $53,806+46.0% | $61,491+27.8% | $68,495+14.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.99% | -15.68%-2.3pp | -12.98%-5.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,718 | $3,218+46.6% | $4,246+11.1% | $2,596+81.7% |
| Participant deferral / active EE | $9,498 | $3,678+158.2% | $5,188+83.1% | $4,028+135.8% |
| Admin fee / account holder | $3,355 | $5,999-44.1% | $4,312-22.2% | $5,403-37.9% |