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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 | $42,917+187.6% | $60,899+102.7% | $68,495+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 | 16.92%-29.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $4,168 | $1,979+110.7% | $2,702+54.2% | $2,596+60.5% |
| Participant deferral / active EE | $5,986 | $2,867+108.8% | $3,817+56.8% | $4,028+48.6% |
| Admin fee / account holder | $3,314 | $3,102+6.8% | $3,225+2.8% | $5,403-38.7% |