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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 | $101,422 | $59,813+69.6% | $79,580+27.4% | $68,486+48.1% |
| Participation rate | 95.6% | 61.1%+34.5pp | 69.5%+26.1pp | 67.9%+27.7pp |
| Annual return | -14.71% | -12.30%-2.4pp | 0.15%-14.9pp | -7.85%-6.9pp |
| Employer contribution / active EE | $6,591 | $1,505+337.9% | $2,413+173.1% | $2,597+153.8% |
| Participant deferral / active EE | $4,582 | $3,024+51.5% | $3,985+15.0% | $4,028+13.8% |
| Admin fee / account holder | $3,243 | $4,835-32.9% | $6,835-52.5% | $5,404-40.0% |