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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 | $108,596 | $42,917+153.0% | $60,899+78.3% | $68,495+58.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.81% | -13.99%+3.2pp | 16.92%-27.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $2,048 | $1,979+3.5% | $2,702-24.2% | $2,596-21.1% |
| Participant deferral / active EE | $6,219 | $2,867+117.0% | $3,817+62.9% | $4,028+54.4% |
| Admin fee / account holder | $30,133 | $3,102+871.3% | $3,225+834.3% | $5,403+457.7% |