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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 | $120,214 | $71,878+67.2% | $86,698+38.7% | $68,486+75.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.50% | 3.53%-19.0pp | 35.95%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $3,874 | $2,173+78.3% | $2,837+36.6% | $2,597+49.2% |
| Participant deferral / active EE | $6,549 | $3,779+73.3% | $4,656+40.7% | $4,028+62.6% |
| Admin fee / account holder | $584 | $6,113-90.5% | $7,493-92.2% | $5,404-89.2% |