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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 | $208,040 | $46,697+345.5% | $117,533+77.0% | $68,486+203.8% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.67% | -14.52%-1.2pp | 29.77%-45.4pp | -7.85%-7.8pp |
| Employer contribution / active EE | $6,740 | $1,506+347.7% | $4,179+61.3% | $2,597+159.6% |
| Participant deferral / active EE | $2,918 | $2,637+10.6% | $4,072-28.4% | $4,028-27.6% |
| Admin fee / account holder | $5,288 | $4,023+31.4% | $5,647-6.4% | $5,404-2.2% |