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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 | $111,522 | $71,878+55.2% | $86,698+28.6% | $68,486+62.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -6.22% | 3.53%-9.8pp | 35.95%-42.2pp | -7.85%+1.6pp |
| Employer contribution / active EE | $3,661 | $2,173+68.5% | $2,837+29.1% | $2,597+41.0% |
| Participant deferral / active EE | $5,564 | $3,779+47.2% | $4,656+19.5% | $4,028+38.2% |
| Admin fee / account holder | $5,503 | $6,113-10.0% | $7,493-26.6% | $5,404+1.8% |