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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 | $104,962 | $48,235+117.6% | $68,803+52.6% | $68,490+53.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.08% | -12.70%-1.4pp | -6.37%-7.7pp | -7.85%-6.2pp |
| Employer contribution / active EE | $4,740 | $1,829+159.2% | $2,656+78.5% | $2,597+82.5% |
| Participant deferral / active EE | $4,707 | $2,867+64.2% | $3,942+19.4% | $4,028+16.9% |
| Admin fee / account holder | $3,113 | $4,361-28.6% | $4,936-36.9% | $5,403-42.4% |