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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 | $84,969 | $64,729+31.3% | $112,263-24.3% | $68,490+24.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -3.49% | -11.40%+7.9pp | 27.49%-31.0pp | -7.85%+4.4pp |
| Employer contribution / active EE | $7,273 | $2,746+164.9% | $3,636+100.0% | $2,597+180.1% |
| Participant deferral / active EE | $3,908 | $3,566+9.6% | $4,729-17.4% | $4,028-3.0% |
| Admin fee / account holder | $1,172 | $5,222-77.5% | $6,410-81.7% | $5,403-78.3% |