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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 | $81,898 | $42,910+90.9% | $60,919+34.4% | $68,490+19.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.33% | -13.99%-1.3pp | 16.96%-32.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $6,941 | $1,978+250.8% | $2,704+156.7% | $2,597+167.3% |
| Participant deferral / active EE | $10,650 | $2,866+271.7% | $3,814+179.2% | $4,028+164.4% |
| Admin fee / account holder | $7,059 | $3,104+127.4% | $3,228+118.7% | $5,403+30.7% |