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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 | $95,702 | $42,910+123.0% | $60,919+57.1% | $68,490+39.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.49% | -13.99%+1.5pp | 16.96%-29.5pp | -7.85%-4.6pp |
| Employer contribution / active EE | $1,770 | $1,978-10.6% | $2,704-34.6% | $2,597-31.9% |
| Participant deferral / active EE | $2,304 | $2,866-19.6% | $3,814-39.6% | $4,028-42.8% |
| Admin fee / account holder | $6,257 | $3,104+101.5% | $3,228+93.9% | $5,403+15.8% |