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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 | $177,483 | $65,557+170.7% | $105,738+67.9% | $56,287+215.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 76.3%+23.7pp | 69.9%+30.1pp |
| Annual return | -6.70% | -1.32%-5.4pp | 6.27%-13.0pp | -9.96%+3.3pp |
| Employer contribution / active EE | $6,582 | $1,788+268.1% | $3,268+101.4% | $2,111+211.8% |
| Participant deferral / active EE | $4,635 | $2,418+91.7% | $4,080+13.6% | $3,350+38.4% |
| Admin fee / account holder | $5,178 | $561+822.3% | $6,913-25.1% | $521+894.1% |