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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 | $98,841 | $81,870+20.7% | $119,634-17.4% | $68,490+44.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.76% | -23.82%+8.1pp | -14.98%-0.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,017 | $2,692+12.1% | $4,232-28.7% | $2,597+16.2% |
| Participant deferral / active EE | $5,031 | $4,148+21.3% | $5,601-10.2% | $4,028+24.9% |
| Admin fee / account holder | $3,019 | $6,583-54.1% | $10,329-70.8% | $5,403-44.1% |