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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 | $82,989 | $73,848+12.4% | $143,799-42.3% | $68,486+21.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.39% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,484 | $3,184+40.8% | $4,952-9.5% | $2,597+72.7% |
| Participant deferral / active EE | $5,331 | $3,385+57.5% | $5,638-5.5% | $4,028+32.4% |
| Admin fee / account holder | $21,181 | $5,755+268.0% | $14,677+44.3% | $5,404+292.0% |