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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 | $81,466 | $53,546+52.1% | $69,888+16.6% | $68,494+18.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -11.10% | -13.87%+2.8pp | 190.87%-202.0pp | -7.86%-3.2pp |
| Employer contribution / active EE | $2,103 | $2,019+4.2% | $2,560-17.8% | $2,597-19.0% |
| Participant deferral / active EE | $4,850 | $2,957+64.0% | $3,849+26.0% | $4,028+20.4% |
| Admin fee / account holder | $8,110 | $4,694+72.8% | $6,267+29.4% | $5,403+50.1% |