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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 | $81,968 | $62,589+31.0% | $76,768+6.8% | $64,173+27.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.74% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $4,204 | $1,832+129.5% | $2,485+69.2% | $2,381+76.6% |
| Participant deferral / active EE | $3,437 | $3,145+9.3% | $3,852-10.8% | $3,470-1.0% |
| Admin fee / account holder | $17,671 | $4,667+278.6% | $6,675+164.7% | $4,887+261.6% |