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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 | $153,459 | $62,583+145.2% | $76,767+99.9% | $64,173+139.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.12% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,524 | $1,832+146.9% | $2,485+82.0% | $2,381+90.0% |
| Participant deferral / active EE | $5,465 | $3,145+73.8% | $3,852+41.9% | $3,470+57.5% |
| Admin fee / account holder | $16,523 | $4,667+254.1% | $6,675+147.5% | $4,887+238.1% |