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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 | $121,672 | $42,917+183.5% | $60,899+99.8% | $68,495+77.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.02% | -13.99%+1.0pp | 16.92%-29.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $4,118 | $1,979+108.1% | $2,702+52.4% | $2,596+58.6% |
| Participant deferral / active EE | $6,492 | $2,867+126.5% | $3,817+70.1% | $4,028+61.2% |
| Admin fee / account holder | $6,928 | $3,102+123.3% | $3,225+114.8% | $5,403+28.2% |