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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 | $123,960 | $81,870+51.4% | $119,622+3.6% | $68,486+81.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.22% | -23.82%+13.6pp | -14.98%+4.8pp | -7.85%-2.4pp |
| Employer contribution / active EE | $2,096 | $2,692-22.1% | $4,232-50.5% | $2,597-19.3% |
| Participant deferral / active EE | $4,819 | $4,148+16.2% | $5,601-14.0% | $4,028+19.7% |
| Admin fee / account holder | $4,886 | $6,583-25.8% | $10,328-52.7% | $5,404-9.6% |