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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 | $100,400 | $62,589+60.4% | $76,768+30.8% | $64,173+56.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.87% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,758 | $1,832+105.1% | $2,485+51.2% | $2,381+57.8% |
| Participant deferral / active EE | $7,481 | $3,145+137.9% | $3,852+94.2% | $3,470+115.6% |
| Admin fee / account holder | $4,611 | $4,667-1.2% | $6,675-30.9% | $4,887-5.7% |