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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 | $84,291 | $64,729+30.2% | $112,263-24.9% | $68,490+23.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.94% | -11.40%-4.5pp | 27.49%-43.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,297 | $2,746+20.1% | $3,636-9.3% | $2,597+27.0% |
| Participant deferral / active EE | $4,050 | $3,566+13.6% | $4,729-14.4% | $4,028+0.6% |
| Admin fee / account holder | $1,379 | $5,222-73.6% | $6,410-78.5% | $5,403-74.5% |