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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 | $87,757 | $45,872+91.3% | $77,096+13.8% | $68,486+28.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.47% | 1.73%-18.2pp | 42.35%-58.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,200 | $1,650+94.0% | $2,814+13.7% | $2,597+23.2% |
| Participant deferral / active EE | $5,621 | $2,963+89.7% | $4,429+26.9% | $4,028+39.6% |
| Admin fee / account holder | $6,807 | $3,041+123.8% | $5,428+25.4% | $5,404+26.0% |