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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 | $150,625 | $70,002+115.2% | $115,038+30.9% | $52,331+187.8% |
| Participation rate | 98.1% | 72.1%+26.0pp | 81.4%+16.7pp | 68.1%+30.0pp |
| Annual return | -0.76% | 4.04%-4.8pp | 26.14%-26.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $5,735 | $2,715+111.3% | $4,608+24.5% | $1,882+204.8% |
| Participant deferral / active EE | $8,012 | $4,920+62.9% | $6,026+32.9% | $3,022+165.1% |
| Admin fee / account holder | $949 | $566+67.6% | $8,175-88.4% | $592+60.4% |