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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 | $138,765 | $50,947+172.4% | $74,551+86.1% | $64,173+116.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.10% | -1.85%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,124 | $1,115+180.1% | $1,961+59.3% | $2,381+31.2% |
| Participant deferral / active EE | $3,994 | $2,302+73.5% | $3,108+28.5% | $3,470+15.1% |
| Admin fee / account holder | $2,577 | $4,221-38.9% | $5,059-49.1% | $4,887-47.3% |