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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 | $107,694 | $73,863+45.8% | $143,797-25.1% | $68,490+57.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.24% | 0.91%-19.2pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $5,014 | $3,185+57.4% | $4,952+1.2% | $2,597+93.1% |
| Participant deferral / active EE | $3,968 | $3,385+17.2% | $5,638-29.6% | $4,028-1.5% |
| Admin fee / account holder | $5,062 | $5,756-12.1% | $14,679-65.5% | $5,403-6.3% |