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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 | $229,705 | $61,660+272.5% | $80,022+187.1% | $64,173+257.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.09% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,170 | $1,810+296.0% | $2,468+190.5% | $2,381+201.1% |
| Participant deferral / active EE | $7,588 | $2,968+155.7% | $3,686+105.9% | $3,470+118.7% |
| Admin fee / account holder | $8,055 | $5,417+48.7% | $6,521+23.5% | $4,887+64.8% |