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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 | $135,279 | $62,583+116.2% | $76,767+76.2% | $64,173+110.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.07% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,642 | $1,832+98.8% | $2,485+46.6% | $2,381+53.0% |
| Participant deferral / active EE | $7,340 | $3,145+133.4% | $3,852+90.6% | $3,470+111.6% |
| Admin fee / account holder | $7,077 | $4,667+51.6% | $6,675+6.0% | $4,887+44.8% |