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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 | $76,883 | $64,729+18.8% | $112,263-31.5% | $68,490+12.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.45% | -11.40%-2.0pp | 27.49%-40.9pp | -7.85%-5.6pp |
| Employer contribution / active EE | $4,118 | $2,746+50.0% | $3,636+13.3% | $2,597+58.6% |
| Participant deferral / active EE | $3,160 | $3,566-11.4% | $4,729-33.2% | $4,028-21.6% |
| Admin fee / account holder | $7,110 | $5,222+36.2% | $6,410+10.9% | $5,403+31.6% |