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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 | $116,334 | $42,909+171.1% | $60,906+91.0% | $68,486+69.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.64% | -13.99%+2.4pp | 16.94%-28.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $2,324 | $1,979+17.5% | $2,703-14.0% | $2,597-10.5% |
| Participant deferral / active EE | $5,248 | $2,866+83.1% | $3,814+37.6% | $4,028+30.3% |
| Admin fee / account holder | $6,579 | $3,104+112.0% | $3,227+103.9% | $5,404+21.8% |