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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 | $96,300 | $73,009+31.9% | $90,756+6.1% | $68,495+40.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -4.08% | -13.81%+9.7pp | -12.16%+8.1pp | -7.84%+3.8pp |
| Employer contribution / active EE | $2,691 | $2,193+22.7% | $2,922-7.9% | $2,596+3.6% |
| Participant deferral / active EE | $6,323 | $3,626+74.4% | $4,565+38.5% | $4,028+57.0% |
| Admin fee / account holder | $4,098 | $5,896-30.5% | $8,445-51.5% | $5,403-24.2% |