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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 | $144,652 | $81,870+76.7% | $119,608+20.9% | $68,495+111.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.82% | -23.82%+11.0pp | -14.98%+2.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $5,165 | $2,692+91.9% | $4,232+22.0% | $2,596+98.9% |
| Participant deferral / active EE | $6,336 | $4,148+52.7% | $5,601+13.1% | $4,028+57.3% |
| Admin fee / account holder | $10,235 | $6,583+55.5% | $10,326-0.9% | $5,403+89.4% |