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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 | $99,788 | $42,910+132.6% | $60,919+63.8% | $68,490+45.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.73% | -13.99%+1.3pp | 16.96%-29.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $880 | $1,978-55.5% | $2,704-67.5% | $2,597-66.1% |
| Participant deferral / active EE | $3,056 | $2,866+6.6% | $3,814-19.9% | $4,028-24.1% |
| Admin fee / account holder | $5,956 | $3,104+91.8% | $3,228+84.5% | $5,403+10.2% |