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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 | $230,316 | $42,917+436.6% | $60,899+278.2% | $68,495+236.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.80% | -13.99%+4.2pp | 16.92%-26.7pp | -7.84%-2.0pp |
| Employer contribution / active EE | $3,530 | $1,979+78.4% | $2,702+30.6% | $2,596+36.0% |
| Participant deferral / active EE | $7,520 | $2,867+162.3% | $3,817+97.0% | $4,028+86.7% |
| Admin fee / account holder | $14,719 | $3,102+374.5% | $3,225+356.4% | $5,403+172.4% |