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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 | $119,114 | $59,813+99.1% | $79,580+49.7% | $68,486+73.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.22% | -12.30%-6.9pp | 0.15%-19.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $3,438 | $1,505+128.4% | $2,413+42.5% | $2,597+32.4% |
| Participant deferral / active EE | $4,166 | $3,024+37.7% | $3,985+4.5% | $4,028+3.4% |
| Admin fee / account holder | $3,563 | $4,835-26.3% | $6,835-47.9% | $5,404-34.1% |