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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 | $103,231 | $61,660+67.4% | $80,022+29.0% | $64,173+60.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.08% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,415 | $1,810+88.6% | $2,468+38.3% | $2,381+43.4% |
| Participant deferral / active EE | $6,636 | $2,968+123.6% | $3,686+80.0% | $3,470+91.2% |
| Admin fee / account holder | $9,849 | $5,417+81.8% | $6,521+51.0% | $4,887+101.5% |