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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 | $164,693 | $42,917+283.7% | $60,899+170.4% | $68,495+140.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.59% | -13.99%+1.4pp | 16.92%-29.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $9,960 | $1,979+403.4% | $2,702+268.6% | $2,596+283.6% |
| Participant deferral / active EE | $15,179 | $2,867+429.5% | $3,817+297.7% | $4,028+276.9% |
| Admin fee / account holder | $6,345 | $3,102+104.5% | $3,225+96.7% | $5,403+17.4% |