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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 | $110,663 | $42,910+157.9% | $60,919+81.7% | $68,490+61.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -7.55% | -13.99%+6.4pp | 16.96%-24.5pp | -7.85%+0.3pp |
| Employer contribution / active EE | $1,981 | $1,978+0.1% | $2,704-26.7% | $2,597-23.7% |
| Participant deferral / active EE | $4,617 | $2,866+61.1% | $3,814+21.0% | $4,028+14.6% |
| Admin fee / account holder | $2,173 | $3,104-30.0% | $3,228-32.7% | $5,403-59.8% |