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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 | $241,290 | $62,589+285.5% | $76,768+214.3% | $64,173+276.0% |
| Participation rate | 96.3% | 72.8%+23.5pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -4.37% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $11,894 | $1,832+549.2% | $2,485+378.6% | $2,381+399.6% |
| Participant deferral / active EE | $1,618 | $3,145-48.5% | $3,852-58.0% | $3,470-53.4% |
| Admin fee / account holder | $4,451 | $4,667-4.6% | $6,675-33.3% | $4,887-8.9% |