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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 | $110,592 | $43,344+155.1% | $59,899+84.6% | $64,173+72.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.42% | -1.55%-3.9pp | 3.46%-8.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,628 | $2,030+78.7% | $2,723+33.2% | $2,381+52.4% |
| Participant deferral / active EE | $6,687 | $2,547+162.5% | $3,402+96.5% | $3,470+92.7% |
| Admin fee / account holder | $11,142 | $3,008+270.4% | $3,592+210.2% | $4,887+128.0% |