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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 | $92,542 | $59,819+54.7% | $79,583+16.3% | $68,490+35.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -12.04% | -12.30%+0.3pp | 0.16%-12.2pp | -7.85%-4.2pp |
| Employer contribution / active EE | $1,049 | $1,505-30.3% | $2,414-56.6% | $2,597-59.6% |
| Participant deferral / active EE | $4,232 | $3,025+39.9% | $3,986+6.2% | $4,028+5.1% |
| Admin fee / account holder | $10,127 | $4,835+109.4% | $6,835+48.2% | $5,403+87.4% |