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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 | $135,682 | $48,235+181.3% | $68,803+97.2% | $68,490+98.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.64% | -12.70%-1.9pp | -6.37%-8.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,214 | $1,829+75.7% | $2,656+21.0% | $2,597+23.8% |
| Participant deferral / active EE | $8,726 | $2,867+204.4% | $3,942+121.4% | $4,028+116.6% |
| Admin fee / account holder | $3,437 | $4,361-21.2% | $4,936-30.4% | $5,403-36.4% |