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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 | $207,450 | $61,660+236.4% | $80,022+159.2% | $64,173+223.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.37% | -0.33%-7.0pp | 11.22%-18.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,638 | $1,810+45.7% | $2,468+6.9% | $2,381+10.8% |
| Participant deferral / active EE | $3,976 | $2,968+34.0% | $3,686+7.9% | $3,470+14.6% |
| Admin fee / account holder | $9,333 | $5,417+72.3% | $6,521+43.1% | $4,887+91.0% |