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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 | $78,808 | $42,909+83.7% | $60,906+29.4% | $68,486+15.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.28% | -13.99%+0.7pp | 16.94%-30.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $3,715 | $1,979+87.7% | $2,703+37.4% | $2,597+43.1% |
| Participant deferral / active EE | $3,747 | $2,866+30.7% | $3,814-1.8% | $4,028-7.0% |
| Admin fee / account holder | $4,376 | $3,104+41.0% | $3,227+35.6% | $5,404-19.0% |