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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 | $115,238 | $71,873+60.3% | $86,698+32.9% | $68,490+68.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -8.17% | 3.54%-11.7pp | 35.96%-44.1pp | -7.85%-0.3pp |
| Employer contribution / active EE | $2,615 | $2,173+20.3% | $2,837-7.8% | $2,597+0.7% |
| Participant deferral / active EE | $5,577 | $3,779+47.6% | $4,656+19.8% | $4,028+38.5% |
| Admin fee / account holder | $4,784 | $6,110-21.7% | $7,492-36.1% | $5,403-11.5% |