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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 | $113,718 | $59,819+90.1% | $79,583+42.9% | $68,490+66.0% |
| Participation rate | 98.3% | 61.1%+37.2pp | 69.5%+28.8pp | 67.9%+30.4pp |
| Annual return | -17.40% | -12.30%-5.1pp | 0.16%-17.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $6,458 | $1,505+329.0% | $2,414+167.6% | $2,597+148.7% |
| Participant deferral / active EE | $3,291 | $3,025+8.8% | $3,986-17.4% | $4,028-18.3% |
| Admin fee / account holder | $15,718 | $4,835+225.1% | $6,835+130.0% | $5,403+190.9% |