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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 | $83,646 | $62,583+33.7% | $76,767+9.0% | $64,173+30.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.94% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $7,386 | $1,832+303.2% | $2,485+197.2% | $2,381+210.2% |
| Participant deferral / active EE | $4,704 | $3,145+49.6% | $3,852+22.1% | $3,470+35.6% |
| Admin fee / account holder | $690 | $4,667-85.2% | $6,675-89.7% | $4,887-85.9% |