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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 | $113,076 | $50,947+121.9% | $74,551+51.7% | $64,173+76.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.25% | -1.85%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,939 | $1,115+253.1% | $1,961+100.8% | $2,381+65.4% |
| Participant deferral / active EE | $3,318 | $2,302+44.2% | $3,108+6.8% | $3,470-4.4% |
| Admin fee / account holder | $5,468 | $4,221+29.6% | $5,059+8.1% | $4,887+11.9% |