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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 | $202,145 | $54,162+273.2% | $68,612+194.6% | $64,173+215.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.08% | -1.62%-3.5pp | -4.63%-0.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,543 | $1,846+37.7% | $2,625-3.1% | $2,381+6.8% |
| Participant deferral / active EE | $11,602 | $2,626+341.8% | $3,311+250.4% | $3,470+234.4% |
| Admin fee / account holder | $33,904 | $4,029+741.6% | $5,131+560.7% | $4,887+593.7% |