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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 | $162,615 | $42,910+279.0% | $60,919+166.9% | $68,490+137.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -6.36% | -13.99%+7.6pp | 16.96%-23.3pp | -7.85%+1.5pp |
| Employer contribution / active EE | $809 | $1,978-59.1% | $2,704-70.1% | $2,597-68.9% |
| Participant deferral / active EE | $7,126 | $2,866+148.7% | $3,814+86.8% | $4,028+76.9% |
| Admin fee / account holder | $17,835 | $3,104+474.5% | $3,228+452.6% | $5,403+230.1% |