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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 | $90,355 | $81,870+10.4% | $119,634-24.5% | $68,490+31.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.16% | -23.82%+6.7pp | -14.98%-2.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $4,027 | $2,692+49.6% | $4,232-4.9% | $2,597+55.1% |
| Participant deferral / active EE | $7,257 | $4,148+74.9% | $5,601+29.6% | $4,028+80.2% |
| Admin fee / account holder | $6,260 | $6,583-4.9% | $10,329-39.4% | $5,403+15.9% |