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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 | $87,116 | $43,338+101.0% | $59,887+45.5% | $64,173+35.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.23% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,854 | $2,030+89.9% | $2,722+41.6% | $2,381+61.9% |
| Participant deferral / active EE | $4,724 | $2,547+85.4% | $3,402+38.9% | $3,470+36.2% |
| Admin fee / account holder | $2,222 | $3,007-26.1% | $3,591-38.1% | $4,887-54.5% |