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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 | $138,130 | $42,909+221.9% | $60,906+126.8% | $68,486+101.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.20% | -13.99%+3.8pp | 16.94%-27.1pp | -7.85%-2.3pp |
| Employer contribution / active EE | $5,758 | $1,979+191.0% | $2,703+113.0% | $2,597+121.7% |
| Participant deferral / active EE | $7,172 | $2,866+150.2% | $3,814+88.1% | $4,028+78.1% |
| Admin fee / account holder | $11,657 | $3,104+275.5% | $3,227+261.2% | $5,404+115.7% |