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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 | $122,615 | $58,577+109.3% | $83,323+47.2% | $64,186+91.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.94% | 9.65%-13.6pp | 10.63%-14.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $5,950 | $2,098+183.6% | $3,379+76.1% | $2,381+149.9% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,778 | $9,275-59.3% | $7,539-49.9% | $4,888-22.7% |