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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 | $99,235 | $53,806+84.4% | $61,491+61.4% | $68,490+44.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.25% | -15.68%+3.4pp | -12.98%+0.7pp | -7.85%-4.4pp |
| Employer contribution / active EE | $4,335 | $3,218+34.7% | $4,246+2.1% | $2,597+66.9% |
| Participant deferral / active EE | $6,320 | $3,678+71.8% | $5,188+21.8% | $4,028+56.9% |
| Admin fee / account holder | $1,444 | $5,999-75.9% | $4,312-66.5% | $5,403-73.3% |