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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 | $91,414 | $42,383+115.7% | $76,518+19.5% | $64,173+42.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.81% | -16.54%+10.7pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $6,487 | $1,563+314.9% | $2,647+145.0% | $2,381+172.5% |
| Participant deferral / active EE | $3,099 | $2,566+20.8% | $3,836-19.2% | $3,470-10.7% |
| Admin fee / account holder | $2,096 | $3,198-34.4% | $4,849-56.8% | $4,887-57.1% |