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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 | $91,130 | $42,910+112.4% | $60,919+49.6% | $68,490+33.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.34% | -13.99%-0.3pp | 16.96%-31.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $2,097 | $1,978+6.0% | $2,704-22.4% | $2,597-19.2% |
| Participant deferral / active EE | $5,396 | $2,866+88.3% | $3,814+41.5% | $4,028+34.0% |
| Admin fee / account holder | $10,773 | $3,104+247.0% | $3,228+233.8% | $5,403+99.4% |