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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 | $145,460 | $76,912+89.1% | $129,118+12.7% | $68,486+112.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -9.62% | -9.78%+0.2pp | -10.94%+1.3pp | -7.85%-1.8pp |
| Employer contribution / active EE | $1,835 | $3,243-43.4% | $5,051-63.7% | $2,597-29.3% |
| Participant deferral / active EE | $2,037 | $4,732-56.9% | $6,539-68.8% | $4,028-49.4% |
| Admin fee / account holder | $521 | $6,638-92.2% | $14,305-96.4% | $5,404-90.4% |