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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 | $95,226 | $53,596+77.7% | $90,657+5.0% | $64,173+48.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -2.54% | 4.41%-7.0pp | 1.89%-4.4pp | 7.63%-10.2pp |
| Employer contribution / active EE | $5,376 | $1,503+257.7% | $2,532+112.3% | $2,381+125.8% |
| Participant deferral / active EE | $2,949 | $2,459+20.0% | $3,424-13.9% | $3,470-15.0% |
| Admin fee / account holder | $1,426 | $3,868-63.1% | $4,994-71.5% | $4,887-70.8% |