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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 | $168,448 | $42,909+292.6% | $60,906+176.6% | $68,486+146.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.13% | -13.99%+2.9pp | 16.94%-28.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $3,571 | $1,979+80.5% | $2,703+32.1% | $2,597+37.5% |
| Participant deferral / active EE | $5,762 | $2,866+101.0% | $3,814+51.1% | $4,028+43.1% |
| Admin fee / account holder | $15,055 | $3,104+385.0% | $3,227+366.5% | $5,404+178.6% |