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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 | $90,237 | $71,873+25.6% | $86,698+4.1% | $68,490+31.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.44% | 3.54%-19.0pp | 35.96%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $3,590 | $2,173+65.2% | $2,837+26.6% | $2,597+38.3% |
| Participant deferral / active EE | $3,738 | $3,779-1.1% | $4,656-19.7% | $4,028-7.2% |
| Admin fee / account holder | $4,256 | $6,110-30.4% | $7,492-43.2% | $5,403-21.2% |