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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 | $96,960 | $42,917+125.9% | $60,899+59.2% | $68,495+41.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.15% | -13.99%+0.8pp | 16.92%-30.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,531 | $1,979-22.6% | $2,702-43.4% | $2,596-41.0% |
| Participant deferral / active EE | $3,714 | $2,867+29.6% | $3,817-2.7% | $4,028-7.8% |
| Admin fee / account holder | $5,500 | $3,102+77.3% | $3,225+70.5% | $5,403+1.8% |