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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 | $103,406 | $71,872+43.9% | $86,691+19.3% | $68,495+51.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.58% | 3.53%-15.1pp | 35.94%-47.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,326 | $2,173+53.1% | $2,837+17.3% | $2,596+28.1% |
| Participant deferral / active EE | $5,778 | $3,779+52.9% | $4,656+24.1% | $4,028+43.5% |
| Admin fee / account holder | $9,038 | $6,112+47.9% | $7,492+20.6% | $5,403+67.3% |