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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 | $81,386 | $61,660+32.0% | $80,022+1.7% | $64,173+26.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.88% | -0.33%-4.6pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,144 | $1,810+184.1% | $2,468+108.4% | $2,381+116.1% |
| Participant deferral / active EE | $4,128 | $2,968+39.1% | $3,686+12.0% | $3,470+19.0% |
| Admin fee / account holder | $23,517 | $5,417+334.1% | $6,521+260.6% | $4,887+381.2% |