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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 | $134,750 | $81,870+64.6% | $119,634+12.6% | $68,490+96.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.07% | -23.82%+10.8pp | -14.98%+1.9pp | -7.85%-5.2pp |
| Employer contribution / active EE | $3,191 | $2,692+18.6% | $4,232-24.6% | $2,597+22.9% |
| Participant deferral / active EE | $3,503 | $4,148-15.5% | $5,601-37.5% | $4,028-13.0% |
| Admin fee / account holder | $6,677 | $6,583+1.4% | $10,329-35.4% | $5,403+23.6% |