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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 | $117,770 | $42,910+174.5% | $60,919+93.3% | $68,490+72.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.36% | -13.99%+3.6pp | 16.96%-27.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $3,311 | $1,978+67.4% | $2,704+22.5% | $2,597+27.5% |
| Participant deferral / active EE | $2,623 | $2,866-8.5% | $3,814-31.2% | $4,028-34.9% |
| Admin fee / account holder | $3,568 | $3,104+14.9% | $3,228+10.5% | $5,403-34.0% |