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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 | $115,087 | $49,280+133.5% | $67,313+71.0% | $64,173+79.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.22% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $6,635 | $1,668+297.7% | $2,566+158.6% | $2,381+178.7% |
| Participant deferral / active EE | $9,902 | $2,484+298.6% | $3,568+177.5% | $3,470+185.4% |
| Admin fee / account holder | $1,788 | $3,863-53.7% | $4,507-60.3% | $4,887-63.4% |