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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 | $123,415 | $42,909+187.6% | $60,906+102.6% | $68,486+80.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.94% | -13.99%+1.0pp | 16.94%-29.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $4,168 | $1,979+110.7% | $2,703+54.2% | $2,597+60.5% |
| Participant deferral / active EE | $5,986 | $2,866+108.8% | $3,814+57.0% | $4,028+48.6% |
| Admin fee / account holder | $3,314 | $3,104+6.8% | $3,227+2.7% | $5,404-38.7% |