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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 | $131,041 | $81,870+60.1% | $119,634+9.5% | $68,490+91.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.60% | -23.82%+10.2pp | -14.98%+1.4pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,788 | $2,692-33.6% | $4,232-57.8% | $2,597-31.2% |
| Participant deferral / active EE | $3,494 | $4,148-15.8% | $5,601-37.6% | $4,028-13.2% |
| Admin fee / account holder | $6,374 | $6,583-3.2% | $10,329-38.3% | $5,403+18.0% |