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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 | $70,064 | $64,719+8.3% | $112,249-37.6% | $68,486+2.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.87% | -11.40%+1.5pp | 27.48%-37.4pp | -7.85%-2.0pp |
| Employer contribution / active EE | $5,113 | $2,747+86.2% | $3,636+40.6% | $2,597+96.9% |
| Participant deferral / active EE | $4,670 | $3,565+31.0% | $4,729-1.2% | $4,028+15.9% |
| Admin fee / account holder | $51,100 | $5,232+876.6% | $6,412+696.9% | $5,404+845.6% |