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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 | $142,367 | $62,583+127.5% | $76,767+85.5% | $64,173+121.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.62% | -1.95%-2.7pp | 2.43%-7.0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,281 | $1,832+79.1% | $2,485+32.0% | $2,381+37.8% |
| Participant deferral / active EE | $4,927 | $3,145+56.7% | $3,852+27.9% | $3,470+42.0% |
| Admin fee / account holder | $13,353 | $4,667+186.1% | $6,675+100.0% | $4,887+173.2% |