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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 | $82,332 | $58,600+40.5% | $83,327-1.2% | $64,173+28.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.64% | 9.66%-15.3pp | 10.64%-16.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,920 | $2,098+86.8% | $3,379+16.0% | $2,381+64.6% |
| Participant deferral / active EE | $8,949 | $4,656+92.2% | $5,565+60.8% | $3,470+157.9% |
| Admin fee / account holder | $7,469 | $9,282-19.5% | $7,540-0.9% | $4,887+52.8% |