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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 | $96,694 | $42,909+125.3% | $60,906+58.8% | $68,486+41.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -6.89% | -13.99%+7.1pp | 16.94%-23.8pp | -7.85%+1.0pp |
| Employer contribution / active EE | $1,388 | $1,979-29.9% | $2,703-48.7% | $2,597-46.6% |
| Participant deferral / active EE | $2,918 | $2,866+1.8% | $3,814-23.5% | $4,028-27.5% |
| Admin fee / account holder | $13,172 | $3,104+324.3% | $3,227+308.2% | $5,404+143.7% |