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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 | $80,325 | $64,719+24.1% | $112,249-28.4% | $68,486+17.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.03% | -11.40%-2.6pp | 27.48%-41.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $3,824 | $2,747+39.2% | $3,636+5.2% | $2,597+47.3% |
| Participant deferral / active EE | $5,746 | $3,565+61.2% | $4,729+21.5% | $4,028+42.7% |
| Admin fee / account holder | $12,325 | $5,232+135.6% | $6,412+92.2% | $5,404+128.1% |