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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 | $98,144 | $42,917+128.7% | $60,899+61.2% | $68,495+43.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.21% | -13.99%+3.8pp | 16.92%-27.1pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,290 | $1,979-34.8% | $2,702-52.3% | $2,596-50.3% |
| Participant deferral / active EE | $1,299 | $2,867-54.7% | $3,817-66.0% | $4,028-67.7% |
| Admin fee / account holder | $7,713 | $3,102+148.6% | $3,225+139.2% | $5,403+42.7% |